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Scott S

Series 63, Series 65

Mandeville, LA

Money Concepts Capital Corp

Scott Samford is a financial advisor with Money Concepts Capital Corp based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, with a background including roles at firms such as LPL Enterprise, Prudential Insurance, and Bank of America. Outside of advisory work, he serves as Lieutenant Governor for the LAMISSTENN District Kiwanis and is involved in educational initiatives as managing partner of Eschaton Advisors, focusing on business exit planning education for owners. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary portfolio programs, integrating third-party management and services to support its enterprise-scale operations.

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
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Nicholas B

Series 63, Series 65

Mandeville, LA

Money Concepts Capital Corp

Nicholas Ber is a financial advisor at Money Concepts Capital Corp with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Money Concepts, he has been involved in entrepreneurship, including roles with B.E.T. Construction and event and boating-related businesses. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, utilizing model-driven and asset-allocation approaches across discretionary and non-discretionary programs. The firm manages approximately $4.07 billion in client assets through a large network of advisors and offers integrated brokerage and insurance services alongside its advisory business.

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
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