Scott West
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
603 East Blvd
Suite A1,
Williamston, NC 27892
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.
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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
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Business management and planning
Investment planning
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.
Locations
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Map
603 East Blvd,
Suite A1, Williamston, NC 27892
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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