Scott Ball

Scott Ball, IV AAMS®, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Ball, Warren & Branch Group of Truist Investment Services, Inc.

115 N Cameron St

Suite 210,

Winchester, VA 22601

elmo.ball@truist.com

Phone 540-771-3600

Fax 540-667-2650

Get directions

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About me

Background

As an experienced financial advisor, Elmo E. (Scott) Ball, IV began his career with Truist Investment Services and its predecessor institution in 2005.  Scott has a passion for helping individuals with wealth management and personal financial strategies.

Scott holds the Accredited Asset Management Specialist and Accredit investment Fiduciary designations.  As an advocate for the benefits acquired through rigorous academic study, Scott holds a Bachelor of Science in Business Administration degree from the University of North Carolina at Chapel Hill and a Master of Business Administration degree from George Mason University.  Scott was awarded Phi Eta Sigma and Beta Gamma Sigma memberships for high academic achievement.
Scott combines in-depth market knowledge with a client-focused and transparent investment model to provide tailored investment solutions.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration, B.S.
UNC Chapel Hill
MBA
George Mason University

Personal Interests

For relaxation, Scott enjoys playing Scrabble with his wife of 37 years, playing golf with his friends, watching college basketball, and working in his flower garden.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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