Scott Marion left a consulting manager position at a blue-chip Fortune 100 company to become a financial advisor because he finds higher value in protecting families from financial calamity and preparing them to accommodate future cash needs.
As a fiduciary, Scott is required to put your needs first and do the right thing for each person he has the privilege of serving. Scott thoroughly researches and carefully presents financial plans to meet his clients’ needs at whatever stage they find themselves - whether it’s debt elimination, saving for college and retirement, or investment strategies to build your financial dreams and goals.
Scott is a SmartAsset SmartAdvisor residing in and serving Knoxville, Tennessee and the surrounding areas. He firmly believes you must understand where your money is going, instead of wondering where it went.
An accredited Wealth Management Specialist and National Social Security Advisor, he is uniquely qualified to guide SSA/SSI and SSDI recipients through the complexities of the federal Social Security Administration’s benefits programs.
Accreditations, Licenses, and Awards
- Wealth Management Specialist (WMSSM) & National Social Security Advisor (NSSA®)
- Series 65 Advisory License: (AZ, GA, MI, NV, TN) & Series 6 & 63 Securities License: (AZ, NC, TN)
- Licensed for Life, Disability Income, and Long Term Care Insurance: (AZ, GA, NC, TN)
- Capital Choice Financial Group Rising Star – 2019
- Capital Choice Top 5 Money Managers – 2020
Scott’s passion is helping people protect their ability to make money and to grow their assets with an eye toward complete and lasting financial freedom. “I help those who are seeking to build wealth learn the secrets of reaching their dreams more quickly than they might think, and I help those who have attained great wealth enjoy and preserve it”. No matter where you find yourself today you can trust Scott based on his character and integrity to get you where you want to be financially. “I’m in this with you,” says Scott. “I want to be on the journey with you and to coach you through it.”
Scott currently resides in Knoxville, Tennessee and is committed to serving the community with his great ideas and strategies. He and his wife Nada have triplets; two boys and one girl. Scott enjoys outdoor activities, and family activities with the kids.
The Marion Family - Scott, Nada, and The Triplets - November 2019