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

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About me

Background

Scott West is a Managing Director with Truist Truist Investment Services, Inc. and began his financial industry career 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. He joined Truist as Managing Director of the Williamston office in 2017.

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 three children—Jody, 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 Advisors*
Forbes 2024
*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 on April 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.

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