Scott Wakefield III serves as the President of Wakefield Company, where he leverages over 30 years of leadership experience to drive strategic growth and enhance client relationships within the financial services sector. His extensive background in executing business plans has been instrumental in transitioning the...
Scott Wakefield III serves as the President of Wakefield Company, where he leverages over 30 years of leadership experience to drive strategic growth and enhance client relationships within the financial services sector. His extensive background in executing business plans has been instrumental in transitioning the firm into the financial service industry, allowing it to better serve high net worth individuals, families, and businesses seeking to maximize their financial opportunities. Scott’s expertise encompasses a wide range of areas, including elder law, special needs planning, and wealth transfer strategies, making him a trusted advisor for clients navigating complex financial landscapes.
At Wakefield Company, Scott leads key projects that focus on alliance-building with brokerage firms, CPA firms, and law practices, fostering collaborative relationships that enhance service offerings. His in-depth knowledge of insurance operations and products, coupled with a thorough understanding of tax laws and trusts, positions him as a valuable resource for clients looking to optimize their financial strategies. Scott excels at transforming complicated strategies into clear, actionable solutions, ensuring that clients and beneficiaries fully grasp their options.
In addition to his advisory role, Scott oversees all aspects of the sales and marketing process, demonstrating a keen sensitivity to client needs and referral relationships. His commitment to excellence is further exemplified by his willingness to travel extensively to meet clients and partners, ensuring that Wakefield Company remains at the forefront of the financial services industry. With a focus on strategic planning and a deep understanding of operating statements, Scott continues to drive the company’s mission of delivering unparalleled financial guidance and support.
