Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

Scott A. Trammell, CFP®

Scott A. Trammell, CFP®

Executive Vice President

Domicile State: TN
Arkansas Insurance License #: 5968238

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300

Memphis, Tennessee 38120

Phone: 901.767.5951

strammell@strategicfinancialpartners.com

 


Business Philosophy

I strive to foster the Strategic Financial Partners culture of holistic client engagement by ensuring advisors have the tools, resources and products to provide value to their clients.

In addition, I help my clients make important decisions about money.  By utilizing our firm's holistic planning process, specialized expertise, and business partnership with the MassMutual Financial Group, my goal is to guide clients to financial success and security.

 

Qualifications

  • Licensed to sell Life and Health Insurance in TN, AL, AR, FL, MS, NC, and OK
  • Registered to offer securities products in TN, AL, AR, CA, FL, MS, NC, OK, and WI
  • New England Financial Leaders Conference Qualifier (2002, 2005, 2007)
  • New England Financial Management Leaders Conference Qualifier (2012, 2014)

 

Products and Services

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

 

Personal

  • Long-term resident of Memphis
  • Family: Wife, Sara; Daughters, Hollis & Neely; Son, Anders
  • Hobbies: Ole Miss athletics, working in my yard

 

Organizations

  • Member, Financial Planning Association (FPA)
  • Member, National Association for Insurance and Financial Advisors (NAIFA)
  • Board Member, The Exchange Club Family Center

 

Phone 901.767.5951
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck