user avatar

Heath Edward Scott

Advisor at Robert Baird & Co. — Murray, KY

Updated today

Credentials

Series 66, Series 63

Experience

26 years

Location

Murray, KY 42071

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,633

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Heath Scott is a financial advisor with Robert Baird & Co. and holds Series 66 and Series 63 licenses. He has 26 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Raymond James & Associates. Outside of his advisory work, he is an owner and landlord of rental property in Murray, Kentucky. Heath Scott is part of The DDK Group at Robert W. Baird & Co., which serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Murray, KY

1710 St Rte 121 N, Suite G

Murray KY 42071

Advisors at this office

4

Most active in

Florida · Kentucky · Texas

Work history

26 years of industry experience

Robert Baird & Co.

2019 - Present • 7 years

Murray, KY

Jjb Hilliard Wl Lyons Llc

2017 - Present • 9 years

Murray, KY

Raymond James & Associates

2017 - 2017 • 1 year

Murray, KY

J.J.B. Hilliard, W.L. Lyons, Inc.

2006 - 2017 • 11 years

Louisville, KS

BB&T Investment Services, Inc.

2005 - 2006 • 1 year

Charlotte, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Logan F

Series 65, Series 66

Murray, KY

Markowski Investments

Logan Foster is a financial advisor with Markowski Investments in Murray, KY, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Markowski Investments, he worked at Murray Wealth Management LLC and has also managed sales and marketing for Murray Sporting Goods. He is the sole owner of Murray Property Management LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to a broad client base, including individuals, families, and charitable organizations, managing approximately $473.9 million in assets. The firm’s investment approach combines strategic asset allocation with tactical adjustments based on various analyses and offers comprehensive planning that covers tax, retirement, and estate considerations.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Diana T

Series 66

Murray, KY

Intercarolina Financial Services, Inc.

Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Lance C

Series 63, Series 65

Murray, KY

Markowski Investments

Lance Cherry is a financial advisor at Markowski Investments with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Truth of Investing and Caitlin John, LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets and employs a strategic investment approach combining asset allocation with tactical overlays, typically favoring long-term holdings.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Mark V

Series 63, Series 65

Murray, KY

Money Concepts Capital Corp

Mark Vinson is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He has been with Money Concepts since 2004 and also holds a position at Heritage Bank. He holds Series 63 and Series 65 credentials. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and integrates fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Byron P

Series 63, Series 65

Murray, KY

Empower Advisory Group

Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and GWFS Equities. Outside of his advisory work, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Hearne H

Series 63, Series 66

Murray, KY

Robert Baird & Co.

Hearne Harralson is a financial advisor with Robert W. Baird & Company, Incorporated, holding Series 63 and Series 66 credentials and 23 years of industry experience. His career includes roles at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. He also works as a contractor in supplemental insurance sales on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage solutions, with notable capabilities in manager selection, tax management, and municipal advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")