Gwen Scott, CRPC

gwen.scott@bleakley.com
p: (404) 891-9240
f: (404) 891-9241

Gwen is another part of the glue that keeps the client experience above expectational. She has learned all the ends and outs of assisting clients with investment accounts and other client service duties. Gwen has obtained her investment licenses (Series 7 and 63), Life and Disability Insurance and the Chartered Retirement Counselor Certificate from the College of Financial Planning. Gwen brings more than 15 years of experience in finance as the Director of Investment Operations to the team.

As a Detroit-Native, Gwen enjoys visiting her family up north when she gets the chance. Most of the fun begins with spending time with her children and husband. Gwen is the mother of a college track star so traveling to watch her daughter’s track meets is a plus. She is also very crafty and builds floral arrangements for holidays and gifts all while grooving out to smooth jazz and uplifting music.

CRPC conferred by College for Financial Planning