Are you spending as much time following your finances as you are your NCAA Bracket?
After months of watching different college teams, listening to post-game recaps, and shocking injuries we are now in the middle of March Madness. People all over the country, young and old, have researched and formulated an NCAA bracket that they think will best replicate the games to follow. However, at the end of all of this, all you have left to do is watch the games and hope your team didn’t lose in the first round and ruin your bracket.
The hopeless faith of watching March Madness, however, does not have to be like finding a Financial Advisor and watching your money being managed. The difference between March Madness and Financial Advisors is that if you do quality research, you do not have to cross your fingers for a last-second three-pointer to fall but can rather sit back and watch with trust and confidence. However, just like when filling out a March Madness bracket, there are some steps you can take to reduce your risk of having an upset.
First, you can eliminate a non-fiduciary advisor. A fiduciary advisor always places the interest of the client above any personal interest. Next, meet with your financial advisor and their team to see if it is a good fit and the authenticity of the team and their certifications. Lastly, learn how the financial advisor can best serve you!
David Scully
David Scully has over 20 years of experience in investment research and team management. As President, he oversees the company’s daily operations and implements its strategic objectives. David holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designation. A graduate of the University of Georgia with a bachelor’s degree in economics, David is a proud Memphis native deeply committed to his community. He actively contributes to numerous organizations, holding leadership positions such as: • President, Board of Directors, Wolf River Conservancy • President, Board of Directors, Memphis Botanic Garden • Treasurer, Board of Directors, Assisi Foundation • Vice President, Board of Directors, Economic Club of Memphis • Member, Boards of Directors, University of Memphis Foundation, St. Agnes Academy, and CBHS Alumni Board David also serves on the Greater Memphis Chamber of Commerce’s Chairman’s Circle and Small Business Council. Previously, he was Treasurer for the University of Memphis Research Foundation Board and remains an engaged Young Presidents’ Organization (YPO) member. Beyond his professional and civic endeavors, David values his role as a husband to Michelle and father to their two daughters, Ruthie and Mae Carter. He is an enthusiastic coach who supports his daughters in basketball, soccer, and softball. Faith and family are central to David’s life, and the Scully family are active members of St. Peter Church.
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