Professional

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Education

Professional Designations and Certification

  • CERTIFIED FINANCIAL PLANNER(CFP®)
    Received in May of 2002 from Certified Financial Planner Board of Standards Inc.
    The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

  • Chartered Life Underwriter® (CLU®)
    Received in August of 2002 from The American College
    The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® designation, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
  • Chartered Financial Consultant® (ChFC®)
    Received in August of 2002 from The American College
    The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

  • Accredited Estate Planner®, AEP®, National Association of Estate Planners & Councils (NAEPC)
    Received in August of 2012 from the National Association of Estate Planners & Councils
    The AEP® designation is awarded to professionals who meet stringent experience and education qualifications including two graduate level courses administered by The American College.
    The NAEPC’s particular focus is on Accounting, Insurance, Law, Trust Services and Financial Planning. Accredited Estate Planner® (AEP®) is available to individuals in all five disciplines. This designation is for individuals who have met the requisite requirements, including estate planning experience and recommendations by colleagues, and currently requires completion of certain graduate estate planning courses. All individuals obtaining the AEP® designation demonstrate commitment to the team approach in estate planning.
     

Associations and Memberships

  • Financial Planning Association
    Scott Speedy is a member of the Middle Tennessee Chapter of the Financial Planning Association, whose members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.
  • Estate Planning Council of Middle Tennessee
    Scott Speedy is a member of the Estate Planning Council of Middle Tennessee which is local group of professionals who are committed to growing their  knowledge and expertise in the estate and financial planning processes.

Scott M. Speedy, CFP®, CLU®, ChFC®, AEP®
Director of Business & Estate Planning


Optimis Wealth

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck