Scott has served as a financial advisor for more than 28 years, bringing a deep passion for helping individuals and families achieve their financial goals. He emphasizes comprehensive financial planning and asset management, with a focus on working with successful executives, entrepreneurs, and SWORDS (Single, Widowed, or Divorced individuals). Today, Scott serves clients in more than 25 states across the country.
A native Atlantan, Scott graduated from Auburn University, where he also met his wife, Gretchen. Together, they are active members of the Atlanta Athletic Club and ACC Church in Peachtree Corners. Outside of his professional life, Scott enjoys golf, tennis, and cheering on his beloved Auburn Tigers. He is also an avid bourbon enthusiast, with a particular passion for collecting, tasting, and educating others about “brown water.”
Scott and Gretchen are proud parents to three adult children—Margaret Ann (25), Madelyn (22), and Carleton (19). Their family is especially excited to be planning Madelyn’s upcoming wedding to her fiancé, Colton McGrady, in July 2026.
Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Advisory Services offered through Strategic Blueprint and BIP Wealth, LLC. Scott Levy is a registered representative of SFA and an investment adviser representative of Strategic Blueprint and BIP Wealth.
