Broker Check
Scott R. Marion, CFF

Scott R. Marion, CFF

Regional Director | SmartAsset SmartAdvisor

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 Certified Financial 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 patiently presents financial plans that help meet his clients' needs at whatever stage they find themselves - whether it be wealth management, retirement income, asset protection, or legacy planning.

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

  • Certified Financial Fiduciary® (CFF), Wealth Management Specialist (WMSSM) & National Social Security Advisor (NSSA®)
  • Currently serving clients in AZ, GA, IN, MI, NV, NC, OH, and TN
  • Capital Choice Financial Group Rising Star – 2019
  • Capital Choice Top 5 Money Managers – 2020, 2021

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. I help make the complex, simple.”

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; Aiden, Sean, and Katie.  Scott enjoys outdoor activities, and family activities with the kids.


Schedule A Consultation     ADV PART 2B     10% OFF Identity Theft Protection
 


The Marion Family - Scott, Nada, and The Triplets - November 2019