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Scott Gunn

JD, CFP®, CPFA, Partner

         

2626 Howell Street, Suite 700

Dallas, Texas 75204

Main: 214.871.7500

Direct: 214.461.1539

Fax: 214.871.0011

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EDUCATION:

Bucknell University

Bachelors of Arts, Economics

Duke University School of Law

Juris Doctorate (JD)

CERTIFICATIONS:

CERTIFIED FINANCIAL PLANNER ™

Certified Plan Fiduciary Advisor

LICENSED IN:

NASD/FINRA Series 7

NASD/FINRA Series 24

NASD/FINRA Series 63

NASD/FINRA Series 65

EXPERIENCE

AREA OF FOCUS

AFFILIATIONS

Scott has more than 20 years of investment consulting and financial planning experience which includes working for The Ayco Company, L.P. (a boutique financial planning firm) and Merrill Lynch (a global wealth management firm). Scott joined LGT in January 2009.

Scott’s day-to-day responsibilities include investment advisory services, comprehensive financial planning and qualified plan consulting to employers. To this end, Scott works with business owners, senior-level Fortune 500 executives, professional athletes and other high net worth individuals providing investment and financial advice. Scott also serves as LGT Financial Advisory Group’s Chief Compliance Officer and conducts due diligence on the firm’s investment strategies.

Scott graduated from Duke University School of Law in 1994 and from Bucknell University in 1991. He is a licensed Certified Financial Planner (CFP®) and a Certified Plan Fiduciary Advisor (CPFA). In addition, he holds a Series 7 License (General Securities), a Series 24 License (General Principal), a Series 63 License (Uniform Securities Agent State) and a Series 65 License (Uniform Investment Adviser) from the Financial Industry Regulation Authority (FINRA).

Personal Financial Planning

Investment Management

Retirement Planning

Estate Planning

Life & Health Insurance

Certified Financial Planner Board of Standards, Inc.—Member

Financial Planning Association (FPA), Dallas-Ft. Worth Chapter—Member

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