Connie Weems-Scott, Msfs, Cfp® Email & Phone Number

*CERTIFIED FINANCIAL PLANNER ™ Professional.*Over 30 years in the financial services industry.*Seven registrations and licenses in areas of investments and insurance.*Completed a multidisciplinary program of study focused on seniors' priority issues.*Frequent speaker to groups, associations and corporations.*Featured on radio and taught courses in financial management.*Served on the Board of Directors of SafePath Children's Advocacy Center, Inc., Marietta, GA*Past President of Women Healthcare Executives, Atlanta, GA*Active member of the Financial Services Institute and the Financial Planning Association.*Charter member of the Atlanta Chapter of NAIPC (National Aging in Place Council).*2012/2013/2014/2015/2016/2017/2018/2019/2020/2021/2022 Five Star Wealth Manager, Five Star Professional. See "Accomplishments - Honor and Awards section for details on selection criteria.Professional Approach:Trusted by loyal clients for more than thirty years, Connie has strived as a truly independent advisor to build lifelong partnerships. By listening to and working with individuals, families and business owners, she helps them pursue their goals of accumulating, preserving and passing on their hard earned assets. Connie seeks to simplify complex financial matters and craft personalized and flexible solutions in our ever volatile word.Specialties: Comprehensive Financial PlanningRetirement Income and Transition PlanningEstate Planning StrategiesBusiness Planning & ConsultingProfessional Investment ManagementRisk Management and Insurance Planning

Listed skills include Wealth Management, Retirement Income Planning, Estate Planning Strategies, Professional Investment Management, and 2 others.