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 financial advisor in 1993 working with Wachovia, Merrill Lynch, and BB&T Scott & Stringfellow (now Truist Investment Services, Inc.) in 2017. Scott is a magna cum laude graduate from East Carolina University. He currently serves on the East Carolina University Board of Visitors. Scott and his wife, Patti, are lifelong residents of eastern North Carolina. They have two children, Cole and Libbi. In his spare time, Scott is an avid sportsman and supports his church, charities, and his alma mater ECU.

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

Best in State Wealth Advisor*
Forbes 2024 External
Best in State Wealth Advisor*
Forbes 2025 External
*Each advisor recognized by Forbes is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in April for the years shown above with an evaluation period of one year ending the June prior to the award date.

Locations

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