I began my career as an Advisor 26 years ago with Prudential Securities. Soon after, I joined Ray Bowles and his team at Financial Consultants of TN. In 2015, I joined LPL and met his current partners Eric Stockton and Clay Blair. Together, we formed Guided Wealth Partners.
The most rewarding part of what I do is meeting with clients who are excited about our work. That is, they know they need the help and are “all in” on the things required to do, make a plan, and follow it. This type of client really is appreciative and makes the process enjoyable. The opposite of that is having to “sell” someone something. I always prefer to develop a relationship based on deep trust and then proceed with helping a client from there.
I have, like so many others, experienced many challenges in my years in the business. But I am always grateful for the lessons I have learned and the motivation provided to continue to improve in the future.
If you or someone you know is looking for a financial advisor who both knows the business and is passionate about meeting people where they are in their financial journey, I would be honored to meet with you to determine if Guided Wealth is a good fit for you!
-- Scotty Neal
LPL Financial Planner
Guided Wealth Partners