A complete list of active advisors currently associated with Sanders & Scott, CHFC

Warmer can help you find a great advisor at Sanders & Scott, CHFC or one who fits your needs even better.

Sanders & Scott, ChFC provides discretionary asset management and financial planning and consulting to individuals (including high-net-worth clients), charitable organizations, and corporations. The firm’s advisers are also licensed insurance agents and may offer insurance products for which they receive separate, commission-based compensation. The firm delivers tailored investment advice on a discretionary basis, employing a mix of charting (technical) analysis, fundamental analysis, and a long-term purchase orientation, and it notes that tax efficiency is not its primary management focus. It relies on an institutional custodian platform to execute and custodialize client accounts, requires clients to direct brokerage to that custodian, and performs ongoing monitoring with at least annual account reviews. Sanders & Scott manages an unusually large number of client relationships per adviser compared with peers, a characteristic that aligns with its use of standardized operational processes (directed brokerage, aggregated trading) and custodian-provided research and technology to service accounts efficiently. The firm also recently underwent a change in ownership/leadership and operates with a multi-office structure despite a small advisory team, which are operational distinctions prospective clients may consider.

To learn more about the advisors currently working at Sanders & Scott, CHFC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Preston Sanders	Watkinsville, GA	21
Robert Scott III	Watkinsville, GA	6

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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.

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