Scott McDuffie

About Scott McDuffie

With over 25 years of experience in financial advisory roles across premier firms, i deliver client-centric and goal-oriented wealth management solutions. Specializing in ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients, our team emphasizes a holistic approach to meeting individual and family financial goals. Our expertise extends to personalized investment strategies, wealth preservation, and family office-style services, ensuring alignment with client priorities and aspirations. At BCM, our focus remains steadfast on empowering clients through actionable financial guidance, leveraging deep industry and technical financial expertise. By fostering collaboration with client advisory teams, we ensure a seamless experience that prioritizes client needs. Driven by a commitment to advocacy and excellence, BCM helps clients navigate complex financial decisions with confidence and clarity.

Experience

1. Client Advisor & Advocate

   Buckhead Capital Management

   Apr 2024 — Present · Atlanta, GA, US

   Buckhead Capital Management (BCM) offers clients an authentic, personalized and goals-based wealth management experience free of internal conflicts and centered on providing you with exceptional advice and guidance from a holistic perspective.We are not servants to a larger institution which enables us to work with your advisory team, yes we can help you build one, and with your preferred vendors.You are the center of our universe, not the other way around. The way it’s supposed to be!

Education

• Lincoln High School

  High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

  1989 — 1992

• University of Mississippi

  Multiple, Business Administration & Education Administration

  1998 — 2002

• The Booth School of Business - University of Chicago

  Finance - Business Administration

  2012 — 2018

• The University of Georgia

  BSFCS, Economics

  1992 — 1997

• The University of Chicago Booth School of Business

  Certified Private Wealth Advisor Certification, Wealth Management

  2011 — 2012

Skills

• Business Development
• Client Development
• Relationship Development
• Relationship Management
• Certified Financial Planner
• Personal Financial Planning
• Wealth Management
• High Net Worth Individuals
• Financial Analysis
• Leadership
• Portfolio Management
• Wealth
• Finance
• Investment Advisory
• Retirement Plan Consulting
• Business Strategy
• Retirement
• Investment Management
• Asset Allocation
• Strategic Planning
• Investment Strategies
• Financial Risk
• Estate Planning
• Risk Management
• Alternative Investments
• Insurance
• 401k
• Financial Planners
• Fixed Income
• Long-Term Care
• Financial Modeling
• Hedge Funds
• Private Equity
• Wealth Accumulation
• Due Diligence
• Personal Finance
• Asset Protection
• Economics
• Small Business
• Qualified Retirement Plans