Scott Birmingham, CFP®, CDFA®, ChFC®, CLU®, CAP®

Financial Associate

Scott is a seasoned financial advisor with almost 25 years experience helping families achieve their life goals through the proper management of their financial resources. Scott started his planning career working in corporate wealth management groups, later creating financial planning departments for multiple firms before becoming the Director of Financial Planning and Chief Compliance Officer for a small RIA on Cape Cod.

Originally from Boston, Scott made the move to Franklin at the end of 2020 to be with his fiancée, Kristi.
On the weekends, you ‘ll find Scott & Kristi checking out some of the many “Off Broadway” music venues in Nashville.

Things You Didn’t Know About Scott

  • Scott is a bibliophile on a quest to read 1,000 books (currently in the mid 600’s)

  • Scott is a four time winner of the worlds most exclusive golf tournament for semi-average golfers, The Curtis Cup.

  • Scott holds his L1 Certification and used to coach CrossFit on Boston’s South Shore.

  • Scott attended the last Celtics game ever played at The Boston Garden.

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