Connie Weems-Scott, CFP®, MSFS
Phone: 770-353-6308 Connie Weems-Scott is a principal partner with Searcy, Weems-Scott and Associates and founding member of Integrated Financial Group in Atlanta, Georgia. She holds the designation of a CERTIFIED FINANCIAL PLANNERTM practitioner by the Certified Financial Planner Board of Standards, Inc., Washington, D.C. Connie earned a Bachelor of Science degree from Iowa State University, Ames, Iowa, in Industrial Administration/ Marketing. She earned her Master of Science in Financial Services from the American College, Bryn Mawr, Pennsylvania. She has completed a multidisciplinary program of study. For the third consecutive year, Connie has been awarded the “Five Star: Best in Client Satisfaction Wealth Manager”* by Crescendo Business Services and published in the Atlanta Magazine, October 2010 issue. With over two decades in the financial services industry and seven registrations and licenses in the areas of investments and insurance (registrations held with LPL Financial), Connie assists motivated individuals, professionals and business owners pursue their financial goals. She is a frequent speaker to groups, associations and corporations, has been featured on radio and taught courses in financial management. She has specialized in working in the areas of retirement and estate planning. Connie is active with the Financial Services Institute, the Financial Planning Association, the National Aging in Place Council (NAIPC)/Greater Atlanta Chapter (Charter Member), her church, Girl Scouts of U.S.A. and local community. She served five years on the board of directors of SafePath Children’s Advocacy Center, Inc., Marietta, GA., and on the board of Women Healthcare Executives, Atlanta, Georgia, where as past President, she was named Woman of the Year 2004. To Connie, family and community involvement are integral to her life. She and her husband Gordon are adoptive parents. They feel blessed to be sharing their lives with two healthy, active children from Kazakhstan. She lives in Marietta, GA, and enjoys reading, running, hiking, boating, travel and theatre. Practice Areas Education/Certification *The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. The list represents less than 3 percent of wealth managers in the Atlanta area. This list was compiled by surveying over 147,000 high net worth investors in the Atlanta area and leaders of financial service industry companies. Participants were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge & expertise, communication, value for fee charged, meeting of financial objectives, post-sale and service, quality of recommendations and overall satisfaction. Each wealth manager went through a rigorous selection process including a survey from his wealth management clients, reviewed for regulatory actions, civil judicial actions and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success. 
|
||
|
200 Ashford Center North Phone: 770-353-6400 |