Scott Barron Email & Phone Number

Orlando, FL, US

Winter Park, Florida, United States

Responsible for leading team advising the firm’s most complex clients.

Orlando, Florida, United States

Atlanta, Georgia

Atlanta, Georgia

Advisor to successful families that need assistance with strategic planning for their investment, estate planning, and private banking needs.

Greater Atlanta Area

• Partner with Senior Wealth Director to develop prospects and strategic partners throughout the southeast that resulted in $4.3MM of new fees generated for the firm.
• Create, Manage, and Execute firm's regional marketing events.
• Develop Sales Planning materials and participate in face-to-face client sales meeting.
• Manage the transfer of client assets and acted as liason between internal transfer team and client.
• Develop and Maintain firm's best fiduciary thinking in regards to asset allocation, trusts, wills, and estates.
• Responsible for education fellow coworkers on office CRM (Salesforce) system

Greater Memphis Area

• Assisted company’s volunteer department in cultivating over 900 new alumni volunteers for local chapters.
• Managed an annual budget of $220,000 generating a 29% reduction in costs.
• Recruited, hired, trained, and supervised 12 direct reports.
• Provided business operation services and expertise to 224 chapters across North America by leading a team of 12 consultants and supporting 23 regional managers resulting in an overall growth of 4% in total membership.
• Assisted finance department with the collection of over $2 million in annual accounts receivable.
• Personally mediated strategic solutions for 30 chapters not in compliance with corporate standards; 85% of solutions/action plans developed were implemented and resulted in compliance.

Memphis, TN

• Provided customized local-level onsite consulting and support for 16 accounts which realized an overall portfolio growth of 7% and generated an additional $6,700 for the company.
• Evaluated organizational strengths and weaknesses in order to make improvements in the areas of finance, marketing, recruitment (sales), operations, real estate, and risk management.
• Responsible for collecting over $222,000 in annual portfolio accounts receivable.

Certified Wealth Strategist

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Pi Kappa Alpha, IFC, Student Government-budgeting committee, Orientation Leader, Commuter Council, Academic.