Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Jimmy Scruggs CFP®
Financial Advisor, Senior Vice President – Investments
Overview
As a financial advisor for Benjamin F. Edwards & Co. in Shreveport, LA., I look forward to coming to work every day and assisting my clients as they work to accomplish their financial goals and objectives. That means helping them save money to send their children to college, plan for a comfortable retirement, and establishing an estate plan that will help them pass their assets to their heirs efficiently.
When I prepare a plan for my clients, we first sit down together and discuss what they would like to achieve financially and how much time we have to get there. We also explore how much money we have to work with, and your tolerance for investment risk. These early discussions are essential and help me, along with all of our Scruggs-Sumlin Wealth Management team members, chart an investment program that makes sense for our clients’ situations, and one they can feel comfortable with. After all, no two clients are alike.
Once we have decided on an appropriate financial approach, we’ll put it into action and periodically check on its progress. If financial or personal events require us to adjust our course and our investment recommendations, we will do so – together.
That’s how all of us — as financial advisors with Benjamin F. Edwards & Co. – define client-first service. Come experience the difference.
My Background
I was an officer in the United States Air Force for more than 20 years and graduated from the United States Air Force Academy. My wife of 38 years and I have two children and three grandchildren. When I am not working, I enjoy working in my yard and love cars and golf.
In the community, I support the United Way, and also Providence House, which helps get homeless families back to work. In addition, I lend my time to “We Care,” a community development organization.
My Education
- CERTIFIED FINANCIAL PLANNER (CFP®) certification, College of Financial planning, 1999
- Webster University, Master of Arts – Management, 1986
- United States Air Force Academy, Bachelor of Science, 1975
Phone 318-383-6805
Toll Free Phone 833-383-6805
Phone (Direct) 318-383-6805
Fax 318-383-6814
Check the background of this investment professional on FINRA’s BrokerCheck