Scott Drake
Managing Director at Crown Wealth Group
- Role
- Managing Director Charlotte at Crown Wealth Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Scott Drake
As a Managing Director at Crown Wealth Group’s Charlotte office, I’m responsible for delivering comprehensive advice to high and ultra-high-net-worth families through the firm’s family office structured Personal CFO solution. My role involves working with a team of internal and external experts to coordinate, enhance and improve upon a family’s entire wealth picture. With an extensive background and a keen understanding of the complexities in today’s financial landscape, I am dedicated to bringing clarity, transparency, and accountability to the unique needs of my clients.
Experience
Managing Director Charlotte
Oct 2024 — Present · Charlotte, NC, US
As a Managing Director at Crown Wealth Group’s Charlotte office, I’m responsible for delivering comprehensive advice to high and ultra-high-net-worth families through the firm’s family office structured Personal CFO solution. My role involves working with a team of internal and external experts to coordinate, enhance and improve upon a family’s entire wealth picture. With an extensive background and a keen understanding of the complexities in today’s financial landscape, I am dedicated to bringing clarity, transparency, and accountability to the unique needs of my clients.
Education
Virginia Tech
Bachelor of Science - BS
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