Scott Richardson, CFP®

Scott Richardson, CFP®

Co-Owner/Founder

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Phone: (502) 420-9912
Fax: (502) 420-9913
E-mail:


Scott's experience ranges over a 27-year period in the financial services industry. Since 1983, as a financial representative, his concentration and experience has been focused on design and implementation of Qualified Retirement Plans for self-employed individuals and corporations, such as Profit Sharing, and 401(k) plans. Scott especially enjoys working with individuals to plan out their goals.

“I have experienced a lot over my 27 years in this business and I try to utilize this knowledge to the best of my ability for my clients”
 
A 1983 graduate of Samford University with a BA in Finance, Scott has earned his Series 7, general securities license along with his life and health insurance license. In 1990, Scott earned the CFP® certification. Following this, in 1995, he earned the series 24 General Securities Principal license. Scott also serves as the branch manager and supervisor of his office. Additionally, he supports and supervises other registered representatives and branch offices around the country.
 
Scott enjoys the solitude of living in the country and being a family man with his three sons and wife of 23 years.  After work, his routine usually involves helping his wife with her retail store, then home for some yard work. “I go from white shirt to blue shirt to overalls all in one day”. Scott has a new found interest in cooking and attempts new challenges regularly. Scott Richardson is a registered representative and financial advisor of Walnut Street Securities.