Scott Southerland

Scott Southerland is a senior vice president for Pinnacle Asset Management and a financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC. He is part of the Winston-Salem Asset Management team serving clients in Winston-Salem and throughout the Triad.

Southerland joined Pinnacle in June 2020 after a 14-year career with BB&T Wealth in Winston-Salem, where he most recently served as a wealth advisor. Prior to BB&T, he was with Consolidated Planning as a financial advisor and Sara Lee Corporation as an internal consultant.

Southerland earned a bachelor’s degrees in economics and communications from North Carolina State University and a master’s degree in business administration from the Babcock Graduate School of Management at Wake Forest University.

He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 6, 63 and 65 securities licenses. Southerland is licensed in North Carolina life and health insurance, and Medicare supplement and long term care insurance. He is active in the community and is a former vice chair of the trustees of Home Moravian Church, now serving on its finance committee. Southerland also serves on the board of the Tommy Lambeth Foundation.

Raymond James is not affiliated with any organizations mentioned herein

Education 

• Bachelor’s degree, economics and communications, North Carolina State University
• Master's degree, business administration, Babcock Graduate School of Management, Wake Forest University

Licenses and Certifications

• CERTIFIED FINANCIAL PLANNER™ designation
• Series 7, 6, 63 and 65 securities licenses
• Life and Health Insurance
• Medicare Supplement Insurance
• Long-term Care Insurance 

Check the background of this investment professional on FINRA's BrokerCheck.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.