M. Scott Waller

M. Scott Waller
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

554 Craghead St

Suite 200,

Danville, VA 24541-1420

Scott.Waller@Truist.com

Phone 434-799-1000

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About me

Background

Scott Waller is a Managing Director, having joined Truist as a Financial Advisor after a successful career in politics and the oil industry. He and his team believe in the golden rule and providing red-carpet service. Through the Empower Planning Process, they, along with their clients, develop a road map for investment and monitoring that allows the client’s money to complement their life experiences and goals.

He has offices in Danville and Alexandria, Virginia. Lori Edmonds serves clients at the Danville location.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Political Science
Presbyterian College 1990

Personal Interests

Scott has a passion for community service, serving on the board of directors of the Danville Pittsylvania County Chamber of Commerce, the German Club of Danville, and the Old Belt Chapter of Ducks Unlimited. His previous board duties include the Institute for Advanced Learning and Research, Danville Golf Club, Danville Concert Association, Langhorne House, Danville Historical Society, Danville Museum of Fine Arts and History, and Pittsylvania County Red Cross. Additionally, he founded the first Business Network International chapter in Danville in 2000.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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