Scott Birmingham Email and Phone Number
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As a seasoned and credentialed Financial Advisor, I specialize in guiding families through the complexities of their financial lives. My extensive background spans across tax planning, retirement planning, financial planning, investment management, and estate planning.As the owner of Fair Share Divorces, LLC, I am dedicated to providing specialized financial analysis and education to women navigating the divorce process. My mission is to empower my clients with the knowledge and tools they need to make informed and confident financial decisions during one of the most challenging times in their lives.Bachelor of Arts, Information Processing, Boston College
Redw Wealth Management
View- Website:
- redwwealth.com
- Employees:
- 17
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Financial Planning ManagerRedw Wealth Management Oct 2024 - PresentFranklin, Tennessee, United States
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OwnerFair Share Divorces, Llc Jun 2017 - PresentFranklin, Tennessee, United StatesProviding financial guidance & options to individuals and families during & after the divorce process. I can help you reduce your financial stress while assisting you in reaching a fair and equitable settlement. It’s important to know the real cost of divorce and to develop a realistic picture of your financial situation going forward.BudgetingDebt ReductionCredit ScoreAsset Valuation & DivisionCash Flow ProjectionsInvestment EducationReviewing Retirement AccountsSpousal & Child SupportAsset ProtectionThe Marital HomeTax Issues
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Director Of Financial Planning & Chief Compliance OfficerAsset Management Resources, Llc Feb 2019 - Mar 2024Franklin, Tennessee, United States -
Crossfit L1 TrainerReebok Crossfit Bare Cove Jun 2017 - 2019Hingham, Massachusetts, United StatesCrossFit Coach for group classes and On-Ramp Instructor -
Crossfit L1 TrainerCrossfit Scicoh Jan 2017 - 2019CohassetCrossFit Coach for group classes and On-Ramp Instructor -
Supervisor Of Financial Planning Dept.Fieldstone Financial Jan 2015 - Jun 2017Foxboro, MaResponsible for providing our advisors with comprehensive financial planning and providing recommendations based upon a client's risk tolerance, timeframe, goals and objectives. -
OwnerBirmingham Advisory Group, Llc Feb 2013 - Jan 2015Norwell, MaProviding outsourced financial planning services to financial advisors.Comprehensive PlanningData Organization & InputNet WorthCash FlowAsset AllocationRisk ManagementEducation FundingRetirement ProjectionsEstate PlanningPDF & Word Software OutputPlan Summary & Proposal in Word
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Wealth Management AdvisorTiaa-Cref Apr 2007 - Oct 2012BostonUsing a client centered approach to provide holistic advice, retain assets, and increase share of relationship.Conduct comprehensive financial analysis and provide recommendations based on client's risk tolerance, timeframe, cash flow, goals and objectives.Manage multiple internal partners and relationships within a team environment to deliver unique client experience -
Financial AdvisorNew York Life Insurance Company/ Barry Financial & The Lyons Company Jun 2003 - Apr 2007Waltham, WalpoleResearched and implemented processes, software and compliance requirements for including fee-based planning as part of the firm's services.Develop, implement, and continually review comprehensive financial plans for the firm's high net worth clients.Provide a high level of individualized customer service attention.Plans are provided on a fee basis and include college funding, income protection, retirement planning, tax strategies, estate and investment planning.Provide clients with such products as Fixed and Variable Annuities, Mutual Funds, Wrap Accounts, Life, Disability and Long Term Care Insurance -
Financial AdvisorAllmerica Financial Jun 2001 - Dec 2002Waltham• Company sponsored sales role through P&C affiliation program recommended appropriate financial products such as life insurance, mutual funds, managed accounts, long term care and annuities.
Scott Birmingham Skills
Frequently Asked Questions about Scott Birmingham
What company does Scott Birmingham work for?
Scott Birmingham works for Redw Wealth Management
What is Scott Birmingham's role at the current company?
Scott Birmingham's current role is CFP®, CDFA®, ChFC®, CLU®, CAP®.
What is Scott Birmingham's email address?
Scott Birmingham's email address is sc****@****oud.com
What is Scott Birmingham's direct phone number?
Scott Birmingham's direct phone number is +178165*****
What are some of Scott Birmingham's interests?
Scott Birmingham has interest in Economic Empowerment, A Fine Ale, The Challenge Known As Golf, Reading A Good Book, Education, Environment, Basketball, Poverty Alleviation, Crossfit, Investing And Music.
What skills is Scott Birmingham known for?
Scott Birmingham has skills like Retirement Planning, Investments, Mutual Funds, Wealth Management, Asset Allocation, Financial Planning, Estate Planning, Retirement, Financial Services, Series 63, Disability Insurance, Financial Advisory.
Who are Scott Birmingham's colleagues?
Scott Birmingham's colleagues are Dorine Sanchez, Cfp®, Aif®, Yesenia F., Myrond Muskett, Erin L. Dunagan Hiner, Mba, Cpa.
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