Scott A. Simpson

Managing Director, Investments

With more than 20 years of experience as a financial advisor, Scott applies his extensive knowledge 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 big believer in serving his community, Scott has been a board member for Camp Smile-A-Mile, Alabama's program for children with cancer. He has also served on the board of deacons at Dawson Memorial Baptist Church and as president of the Dawson Foundation.

Scott was raised in Montgomery and Selma, and moved to the Birmingham area in 1992, where he lives today with his wife, Lisa. They have three children, Will, Hannah and Elizabeth. In his free time, he enjoys jogging, hunting and all his children's activities.

Best-in-state 2023

The Forbes Top Wealth Advisors Best-In-State 2023 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 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights 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 39,007 nominations, 7,321 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit for more info.