Scott Cadwell, CFPⓇ, CPA

Managing Director, Partner & Wealth Advisor at Carson Wealth

Speaker

Scott Cadwell has had the honor and privilege over the past 30 years to help a diverse group of families through some of their most exciting and nerve-wracking times in their lives. From retirement, births, deaths, divorce, selling a business, lottery winnings, job changes and more, life can bring rapid change to a family’s wealth. He is proud to walk beside his clients.

Scott has worked extensively in the financial field since the early 1980s. He started out working for one of the largest independent CPA firms in the world, Ernst & Young, before founding his own company, Cadwell Wealth in 1989. His goal in founding the company was to develop it into one of the premier boutique full-service financial planning firms in the nation. Scott is a CERTIFIED FINANCIAL PLANNERTMpractitioner (CFP®) and Certified Public Accountant (CPA).

Scott’s diverse background and the nature of clients he serves has ensured that he is a lifelong learner. He finds he can always expand his knowledge and benefit the people that entrust their family wealth to his firm.