CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Scott Stooksbury

CONTACT ME DIRECTLY
Scott Stooksbury

MEET YOUR LICENSED ANNUITY SPECIALIST

Scott Stooksbury

Scott Stooksbury
contact me directly

Learn More About Me

My name is Scott Stooksbury. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I have more than 25 years of experience in the financial services industry. Being a fiduciary, I specialize in listening attentively to my clients’ personal and financial situations, as well as their wants and dreams, before providing them with the independent, unfiltered guidance they desire, and I dare say I have done such a good job meeting and exceeding my clients’ needs that I have been featured on CBS, FOX, NBC, ABC and Forbes.com. I am also the president and founder of “Synergy Wealth Management,” an independent, full-service financial planning firm providing my clients with tailored retirement income strategies.

In addition to my experience, I attended Kennesaw State University before transferring to the University of West Georgia, where I earned a degree in Marketing and was an active member of Pi Kappa Alpha. My current credentials and certificates include my Series 7, 63 and 65 certifications, as well as life, health and limited-property insurance certifications.

Given my philanthropic nature, I actively seek out community members in need of synergistic financial planning and wealth management. I am also the President of the Etowah Valley Chapter for Sleep in Heavenly Peace, a charity where they raise money and build bunk beds for children that don’t have a bed and many are currently sleeping on the floor. When not working with my clients, I enjoy traveling and spending time with my wife, Jill, and our four children, Chandler, Chris, Leia and Luke, as well as volunteering in the community and practicing Tae Kwon Do.

I reside in Kennesaw, Georgia. But even though my office is physically located in the Peach State, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals. There is a link below where you can access my personal calendar and book a time for us to chat.

Sincerely,
Scott Stooksbury

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