Scott M. Barbee

Scott M. Barbee

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Profilo

Mr. Scott M.
Barbee
, CPA CFP, is Wealth Advisor & Principal at Truepoint, Inc. Mr. Barbee joined Truepoint in 2005, bringing more than eight years of financial planning expertise honed at Deloitte & Touche and the FTB Group of UBS.
At Deloitte, he assisted with the design, development and testing of financial planning software and also counseled Procter & Gamble retirees through their retirement decisions.
With the FTB Group, he employed his extensive experience with retirement plan distributions and stock option planning to advise employees and executives of companies such as Procter & Gamble and Convergys.
As a wealth manager at Truepoint, he essentially serves as a CFO for his clients and their families.
He specializes in working with executives of Procter & Gamble and General Electric, leveraging his deep knowledge of the intricacies of retirement planning for their benefit.
Mr. Barbee holds a bachelor’s degree in accounting from the University of Cincinnati.
He is a Certified Public Accountant and Certified Financial Planner professional.

Precedenti posizioni note di Scott M. Barbee

SocietàPosizioneFine
Corporate Officer/Principal -
Corporate Officer/Principal -
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Formazione di Scott M. Barbee

University of Cincinnati (Ohio) Undergraduate Degree

Esperienze
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Aziende private

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Aziende private2

Commercial Services

Finance

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