Scott Jeffries, CLU®, CFP®, ChSNC

Financial Advisor

My Mission

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

Special Needs Planning

Are you the parent of a child with special needs?

I'm a member of Northwestern Mutual’s Special Steps program, and am passionate about assisting families with special needs. I am experienced in special needs planning, including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Furthermore, as a parent of a child with special needs myself, I am intimately aware of the financial and emotional challenges families face while navigating challenging times and processes.

It is important to balance the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call me to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

Developing a plan for a family with a dependent with special needs is complicated. It is important to work with a team of professionals who are experienced and well versed with these complexities. A team often consists of an attorney, a financial professional and social services professional.  Using our five-step process for planning, I bring experience, passion and dedication to helping you plan for your loved one with special needs.

Scott Jeffries wins Community Service Award from the Northwestern Mutual Foundation

Down Syndrome Association of Atlanta (DSAA) is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of financial representative Scott Jeffries, CLU®, CFP®’s outstanding volunteer involvement as part of the company’s 16th annual national Community Service Award program. Jeffries is one of 25 financial representatives being recognized as top volunteers. Through the program funded by the Northwestern Mutual Foundation, more than $275,000 will be donated this year to various nonprofit organizations nationwide.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck