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Scott Buell | Financial Advisor

Profile img for Scott Buell, financial advisor at FLAGSHIP FINANCIAL ADVISORS
Brentwood, TN
Scott Buell
Financial Advisor
Wealth Advisor/ Managing Partner at
FLAGSHIP FINANCIAL ADVISORS

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Important Disclosures

Allow Me to Introduce Myself
Scott has been helping investors reach their goals for more than 27 years. After graduation from Southwest Baptist University, Scott spent about 11 years at with commission-based firms Dean Witter/Morgan Stanley in New York and St. Louis, then a short stint at UBS Paine Webber in St. Louis. After years of pressure to sell products, it became clear to Scott that “cold-calling”, sales contests and pushing investment products was not for him. Originally from St. Louis, Scott and his wife Kim, have resided in Franklin since 2003. They have twin children; Grant and Ellie. Grant is studying Supply-Chain Management at Auburn University and Ellie is studying Integrated Marketing Communication at Ole Miss. Two rescued shih-tzu’s, Freddy & Karley round out their family unit. Scott is a devout fan of the Nashville Predators (his wife, Kim, constantly reminds him that he had Predator tickets before a house when they moved to Nashville), duck hunting and water-fowl conservation. After working together for over 22 years, Scott & Jeff started this firm as a declaration of independence—believing people deserve the best financial solutions for their situations. Scott & Jeff wear their product-agnostic approach as a badge of honor and hold themselves to a fiduciary standard for their clients that puts the clients’ interests first. Scott & Jeff bring over 54 years of combined financial planning experience to the table for their clients — understanding what it takes to navigate transitions and prepare for what’s next.
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Specialties and Expertise

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College Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Succession Planning
High Net Worth Planning

Clientele

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Retirees
New Investors
Business Owners
Doctors
Corporate Executives
Businesswomen
Real Estate Agents
Surviving Spouses
Parents of Special Needs Children
Wealthy Families
Nurses

Credentials and Designations

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Accredited Investment Fiduciary®

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Chartered Mutual Fund Counselor®

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Chartered Retirement Plan Counselor®

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Accredited Asset Management Specialist®

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Series 7 - General Securities Representative Exam

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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

Education

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Southwest Baptist UniversityBachelor's Degree in Finance and EconomicsYear Obtained: 1992
Quick Facts About Scott
Years of Experience:28 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Investment Management

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Estate Planning Strategies

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Pricing Models

AUM

Proof of License

SEC Profile
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Brentwood, TN
Scott Buell
Financial Advisor
Wealth Advisor/ Managing Partner at
FLAGSHIP FINANCIAL ADVISORS
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Advisor Disclosure
Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Flagship Financial Advisors are separate entities.
Profile last updated: 03-19-2025