By Scott Everly
Most of us can point to specific people or events that have influenced our choices and made an impact on how we live our lives. For me, it was the inspiration and example of my father that led me to where I am today. I grew up surrounded by the world of finance and learned early on about the positive effect a solid financial plan can have on one’s future. My father, Arthur Everly, co-founded Wealth Management Resources, Inc., a company that has been a part of my life for as long as I can remember. Seeing how my father helped people achieve financial success and the appreciation they have shown him in return has made a lasting impression. Ultimately, I want to provide value in others’ lives by helping them build a solid financial foundation. It was my father’s example, and the realization of how I could also impact people’s lives for the better, that led me to choose to continue in my father’s footsteps and pursue a career as a financial advisor.
Stepping Into My Father’s Shoes
In 2015, with a clear career path in mind, I joined Wealth Management Resources as a financial advisor, and in 2017 moved into the role of executive vice president. I get to work (officially now) alongside my father and the rest of the team as I learn and build upon my skills.
As of January 2016, I have been working to further my education in this profession by studying to earn my Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations through the American College of Financial Services. While I know these credentials will increase my knowledge and expertise, I am fortunate to have started my education in this field from an early age by learning from my father. I continue to learn more every day, gleaning from the expertise of the other advisors at the firm who are Certified Financial Planner™ professionals.
Whether I’m working with our broker-dealer or our investment advisory customers, I strive to help my clients reach their financial objectives. I do this by first taking the time to get to know them and understand their unique situation so I can devise a custom strategy that will help them accomplish their financial goals. A financial advisor plays an important role in a client’s life, impacting their family, business, and other areas of life in a significant way. I understand this responsibility and appreciate the opportunity to affect positive change in the lives of my clients.
Why I Love What I Do
There are many rewarding aspects of this career, but for me the best part of the job is receiving appreciation from my clients when I help them create a solid financial plan and they begin to see their goals and dreams realized. Every so often, client meetings can be challenging when we’re attempting to clarify their goals and find a solution to their unique situation. But I absolutely love it when a client’s financial plan comes together that accomplishes their goals and they feel a sense of relief and joy that is contagious. This is what makes all the hard work and effort worthwhile.
Take the Next Step
Trusting someone with one of your most precious resources is scary, we get it. But here at Wealth Management Resources, that’s what we do best—manage your finances and wealth so you don’t have to worry and can focus on what matters most to you.
We would love to meet you, get to know you, and hear about your goals, your worries, and the opportunities and challenges you face in your financial life. If you’re ready to see what financial planning can do for you, your family or business, reach out to us to schedule an appointment by calling (401) 356-1400 or emailing email@example.com. We look forward to working with you!
Scott Everly is executive vice president at Wealth Management Resources, Inc., an independent, fiduciary financial planning and investment management firm providing simple-to-understand guidance and solutions that help their clients pursue their goals. Scott truly cares about his clients and strives to be someone his clients can lean on and trust when they have questions or concerns. He puts his clients first and prides himself on taking the time to understand the intricacies of their needs, goals, and life situation so that their plan can be tailored to them and help them pursue the best possible outcome.
When he’s not working, Scott loves to spend time with his family, especially enjoying their pool together in the summer. He enjoys beautifying his yard, tending the over 100 plants and flowers that live in his backyard. To learn more about Scott, connect with him on LinkedIn.