Broker Check
 
Scott A. Winslow, MSFS, ChFC® , CLU® , RICP® , AEP®

Scott A. Winslow, MSFS, ChFC® , CLU® , RICP® , AEP®

Managing Partner

Scott is known for proactive, straightforward advanced planning advice. His area of specialization is in advanced planning and structuring for business and private clients that includes investing, retirement income planning, tax planning, capital transfer, life insurance, and estate planning. He is committed to highly personalized service for each of his clients.

Scott has been in the financial services industry since 1996. He began his career at Jefferson Pilot, worked at GE Financial, and then joined First Citizens Bank where he was Senior Vice President, Wealth Strategist in the Private Wealth Management division. He is currently the Chief Executive Officer of Partners Square, a life insurance and long term care retail and brokerage firm. Scott is widely recognized for his knowledge and is regularly contacted by CPA’s and attorneys for advanced investment and financial tax planning advice. He also serves as a trainer and mentor for other advisors trying to grow their practice and implement advanced planning solutions. Scott has a strong passion working in portfolio management, particularly developing sophisticated strategies for retirees and entrepreneurs to mitigate tax and risk to enhance their financial lives.

Scott has a Bachelor’s degree in Business Administration with a concentration in Business Management from the University of Mount Olive along with a Master's Degree in Financial Services with a concentration in Retirement Planning from The American College of Financial Services. Scott holds the Series 6, 7, 63 and 65 securities registrations and has Life, Accident and Health insurance licenses as well as the Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®).

Scott is married to the former Shannon Brantley and they have four children, Colin, Macy, Avery, and Pierce.

A former collegiate soccer player, Scott continues to play on two soccer teams.

 

Education

University of Mount Olive 

Bachelor's of Science in Business Administration - Business Management

The American College of Financial Services

Master of Science in Financial Services - Retirement Planning Concentration

Accolades

Chartered Financial Consultant (ChFC®)

The American College of Financial Services

Chartered Life Underwriter (CLU®)

The American College of Financial Services

Retirement Income Certified Professional (RICP®)

The American College of Financial Services

Accredited Estate Planner (AEP®)

National Association of Estate Planners & Councils

 

Memberships and Boards

New Hanover County Estate Planning Council

Member

New Hanover County Cooperative Extension

Advisory Council Member - Chairman 2018-2020