Scott Heath

As a financial advisor, I’m dedicated to partnering with my clients to help them identify their goals and build tailored strategies that support the life they love. I believe in empowering clients through education and enhancing their financial confidence while fostering a strong and lasting relationship built on trust. My role goes beyond just the financial numbers as I strive to be a consistent presence through life’s milestones whether it’s planning for retirement, celebrating the birth of children and grandchildren, or offering support in times of loss. These life events shape the financial journey of my clients, and I take pride in helping them navigate these moments with clarity and compassion. In addition, I focus on identifying and connecting with prospective clients, introducing them to our team and wealth management process. We emphasize a thoughtful and thorough discovery process centered on building lasting relationships, which allows us to deliver personalized investment plans and well-informed recommendations. Watching clients move from uncertainty to confidence in their financial future is the most rewarding part of what I do. I am a native of Spartanburg, South Carolina who is happy to call the Upstate home again after seven years in Charlotte, North Carolina. I earned my bachelor’s degree in Public Relations from the University of South Carolina, complemented by a business cognate from the Darla Moore School of Business. Outside of work, I enjoy playing golf, relaxing on the boat, and grilling out on the porch – especially for Saturday night steak night!