The Scott Group of Truist Investment Services, Inc. The Scott Group of Truist Investment Services, Inc.

The Scott Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

Who we are

The Scott Group is a wealth management team that assists individuals, families, and businesses in working to achieve their financial goals. We offer our clients many years of combined personal experience, personal integrity, and a commitment to service. 

Mary Hagan and Ashley Otey provide tremendous assistance to all of our clients. Mary is our team coordinator and primary contact for any member of our team and may be reached at 804-782-8823.
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Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

  • 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

  • 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.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

 Mary Hagan
Mary Hagan
Registered Client Service Associate
 Ashley Otey
Ashley Otey
Client Service Associate
As a team of financial professionals with complementary skills, we work with our clients' other professional advisors—such as CPAs, estate attorneys, and private bankers—to create and coordinate seamless solutions in the management of wealth assets. Knowing each client has unique needs and objectives, we’re committed to building long-term relationships with them and their families based on mutual trust and respect. 

Our solutions are customized based on a review of the client's objectives and risk tolerance, looking at their current investments, financial needs, and tax and estate considerations. We build solutions using professionally managed accounts, individual stocks and bonds, mutual funds, and retirement plans. We’re service oriented and understand that it takes an exceptional experience to earning our clients' business—and build lasting relationships.
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