For more than 12 years, Mr. Anderson has assisted his clients by developing customized financial strategies to help them achieve their life goals. Scott, a Certified Financial Planner is licensed to manage clients’ investments using stocks, bonds, mutual funds, ETFs, College Savings Plans, and closed-end funds in taxable and tax deferred accounts (including IRA accounts and retirement plans). He also provides Life, Disability and Long-term Care Insurance.
To obtain a CFP® certification, all applicants must meet the CFP Board of Standards education, ethics and experience requirements and pass the CFP® Certification Examination. Once all requirements to use the CFP® designation have been met, each CFP® must continue to meet all CFP Board of Standards requirements as well as complete continuing education every 2 years.
Scott joined Wunderlich Securities in 2010 after 11 years as a Financial Advisor at Morgan Keegan’s Private Client Group. Mr. Anderson is a graduate of Memphis University School and received a Bachelor of Arts in Communications from Southern Methodist University in Dallas, TX. He is an active member of the Presbyterian Day School alumni board. Scott served on the Memphis University School alumni board and as a representative of South Bluffs Homeowner’s Association.