Scott Shook

Scott Shook
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

514 Greenville Blvd

2nd Floor,

Greenville, NC 27858-6735

Scott.Shook@Truist.com

Phone 252-378-3299

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About me

Background

Scott Shook is a Financial Advisor with Truist Investment Services, Inc., offering clients over 30 years of financial industry experience. He specializes in asset allocation strategies and portfolio construction and monitoring, as well as keeping clients on track to help address their financial goals. He also has banking experience, having served as a personal banker, branch manager, and city executive. 

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

Education

Bachelor of Science in Economics
East Carolina University 1993

Personal Interests

Scott has served on the East Carolina University board of trustees and was appointed by the North Carolina General Assembly. He’s a member of the executive committee of the Greenville Pitt Chamber of Commerce.

He has past experience serving on the North Carolina State Board of Community Colleges from 2013 to 2020, where he was chairman from 2015 to 2019. He was appointed to that board by the governor of North Carolina and the NC General Assembly. Scott served 11 years on the City of Greenville board of adjustments and as chairman of that board for five years.

He lives in Greenville with his wife, Karen, and is an avid duck hunter, golfer, and Pirates fan.

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

  • Top-notch service delivery and support for the private banking and/or wealth 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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