New Director of Estate and Business Succession Planning

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We are excited to announce the latest addition to the Nichols Wealth Partners organization. Twenty-year industry veteran, Scott Roberts, CPA, CLU recently joined the firm as the Director of Estate and Business Succession Planning. Scott fully integrates wealth preservation, wealth transfer and philanthropic planning for his affluent clients. An instrumental part of his process is to illustrate and quantify how family assets flow for generations as a result of wills, trusts and other planning techniques.

Scott is a Certified Public Accountant, previously working as an estate planning specialist for a well-known financial planning firm headquartered in Atlanta. Prior to this, Scott was a Senior Auditor for Arthur Andersen during which time he planned and performed all phases of audits for both private and SEC companies. He received his Bachelor’s degree in Accounting, with honors, from the Fisher School of Accounting at the University of Florida and his Master of Accounting degree from Florida International University. In addition to his CPA license, Scott holds the designation of Chartered Life Underwriter®. Having lived for nearly a year in Madrid, Spain, he is fluent in Spanish.

We are thrilled to have Scott as part of the Nichols Wealth Partners Team.

Click here to learn more about Scott and the rest of our team.

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