Scott Winkler (CFP®, CPA/PFS)

Scott Winkler focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Our services include:

Investment Portfolio Management
Retirement Plans that are tailored to your specific goals and values
Retirement Distribution Planning for those near retirement or no longer working
Financial Advice for a Surviving Spouse

Additional Information

Scott is an experienced financial services professional with over 40 years of experience in taxation. Prior to founding WFP, he was employed by SunTrust Bank in the Wealth and Investment Management line of business. As a CPA, he has experience in the accounting profession. He graduated cum laude with a BBA in Accounting and has an MBA in Finance, both from the University of Memphis.

He successfully passed the rigorous and comprehensive Certified Financial Planner (CFP)examination in 2000 and was awarded the Personal Financial Specialist (PFS) designation by the AICPA in 2002. Scott is a member of many professional organizations including the Financial Planning Association (FPA) and The American Institute of Certified Public Accountants (AICPA).