Scott A. Simpson
AIF
Managing Director, Investments
With more than thirty years of experience as a financial advisor, Scott applies his extensive knowledge of the field and strong listening skills to identify and prioritize the financial needs of each client. Using a comprehensive planning process, he creates customized strategies designed to manage, preserve, and eventually transfer their wealth in accordance with their wishes.
Scott joined Raymond James through the 2012 acquisition of Morgan Keegan. He began his career as a financial advisor in 1992 with Prudential Securities and worked for AmSouth Investment Services from 1995 until 2007, when the company merged with Morgan Keegan. Scott earned a bachelor's degree in accounting from Auburn University.
A strong believer in serving his community, Scott serves as a board member for The WellHouse, a safe haven for female victims of human trafficking. He serves with Kairos Prison Ministry International and has served as a deacon with Dawson Memorial Baptist Church.
Scott was raised in Montgomery and Selma; and, in 1992, moved to the Birmingham area where he lives with his wife, Lisa. They have three adult children. In his free time, he enjoys hunting, skiing and traveling.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
