Scott L Slade

Helping People Plan and Achieve Long Term Financial Goals

Who I am

I am a Licensed Financial Advisor with nine years of experience in financial services ranging from Personal Banking, Lending, to complete financial planning.

The experiences I've had help me provide 1st class service to investors.

Services

• Income Strategies
• Wealth Preservation
• Generational Wealth Transfer
• Trust Management
• Tax Efficient Investing
• Life Insurance
• Long Term Care
• Annuities
• 401(k) Rollovers
• Self-Directed IRA Investing

A Few Reccomendations

“Having worked closely with Scott in both personal and professional endeavors I highly recommend his talent and perseverance. Scott has the unparalleled ability to see beyond just the "finances" to provide advice to individuals.”

- Tyler P.

“I have known Scott Slade for several years! Other than being a friend. He is very professional and has always lived up to my expectations as a business man! He is a person that is willing to go way beyond the call of duty!”

Top qualities: Personable, Expert, High Integrity

- Tom S.

“I have known Scott Slade on a professional and a personal level for more than 15 years. I know him to be a diligent and capable worker in his field, and a man of honesty and integrity. I highly recommend him in any capacity. Feel free to contact me personally with any questions. Taz F. Evans, attorney at law”

- Taz Evans, Attorney, Evans Dove & Nelson

RaymondJames Financial Member FINRA/SIPC