Scott Craig, CFA®

Scott Craig, CFA®

Scott Craig has been with the Firm since BT Wealth Management merged with Waverly Advisors in July 2022 and serves as Regional Director of Waverly Advisors. His primary responsibilities include overseeing the firm’s operations in Georgia, while providing investment advice, financial planning and peace of mind to his clients. Scott has been in the investment business for 25+ years and serves as a member of the Firm’s Operating Board. He resides in East Cobb with his wife and their three children.

Education

  • Bachelor of Arts in Business Administration and Political Science
    Furman University, Greenville, SC
  • Master of Business Administration
    Emory University, Atlanta, GA

Professional Affiliations

  • CFA® Institute
  • CFA® Society of Atlanta

Community Involvement

  • Northwest Atlanta Young Life, Former Committee Member
  • North Fulton Young Life, Former Committee Member
  • Honorable Order of Kentucky Colonels
  • Furman University, Former Member, President’s Advisory Council
  • Furman University, Former Member, Alumni Board

Ask Me About

  • How current and former business owners think about their investments
  • How private funds can lower volatility and increase risk adjusted returns in your portfolio
  • Implementing philanthropy as part of your financial and estate plans
  • My favorite MLB Stadiums. I have attended a game in all 30.
  • My favorite places to visit in all 50 states
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