Scott West

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

603 East Blvd

Suite A1,

Williamston, NC 27892

Scott.West@Truist.com

Phone 252-508-7168

Fax 252-789-1135

Get directions

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About me

Background

Scott began his career in the financial industry in 1989. He became a licensed Financial Advisor in 1993 with Wachovia Investments and later moved his practice to Bank of America/Merrill Lynch in 2005. Scott joined Truist in 2017 as a Managing Director.

As a Financial Advisor, Scott is committed to building lifelong relationships built on trust. This process begins by understanding a client’s specific goals and objectives. Regardless of a client’s investment experience, he takes great pride in educating and informing them as to the products and solutions available in the marketplace. Once this foundation is established, he builds a portfolio customized to their individual needs. This may include income generation, tax advantages, retirement planning, education planning, wealth accumulation/transfer, estate planning, long-term care, and life insurance. The final step is to provide impeccable customer service to clients whose needs and interests are paramount.

Scott is a 1989 Magna Cum Laude graduate of East Carolina University School of Business. 

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

Education

BSBA
East Carolina University 1985 1989

Personal Interests

Scott and his wife, Patti, are lifelong residents of eastern North Carolina. They have two children, Cole and Libbi, and in his spare time, he is an avid sportsman and supports his church, charities, and alma mater, East Carolina University.

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

Accomplishments

SHOOK Best in State Wealth Advisor*
Forbes 2024
SHOOK Best in State Wealth Advisor*
Forbes 2025
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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