Meet The Staff

 

Scott M. Thomas CFP®, AIF®
Vice President

Scott Thomas is a 30 year veteran of the financial services industry and is Vice President of SCOTT Private Wealth Group. A 1987 graduate of the University of North Carolina at Greensboro, Scott holds degrees in Finance and Economics.  In addition, he has obtained the designation of CFP®, Certified Financial Planner, from the College for Financial Planning.  He also holds the designation of AIF®, Accredited Investment Fiduciary. Scott has been recognized by the Consumers Research Council of America as one of "America's Top Financial Planners."

Active in the financial planning industry and his community, Scott is a member of the Financial Services Institute and has served on the local boards of Goodwill Industries and the YMCA.

Scott is an avid mountain biker and outdoor enthusiast. He enjoys family activities and loves spending time with Barbara, his wife of 28 years, and their three daughters.  They make their home in Greensboro, NC.

Scott is a Registered Principal and an Investment Advisor Representative with Cetera Advisors LLC.  SCOTT Private Wealth Group is not affiliated with Cetera Advisors LLC.

Contact Scott Thomas

   

Karmen Richards 
Client Service Manager

Karmen is a member of our client services team and brings over 25 years of financial services experience to our staff.  Karmen is responsible for client services, trading activity, assisting in our investment management process and making our clients feel like family. 

Karmen attended Guilford College where she completed the two year CFP course and also attended Southern WV Community College where she studied Accounting.

In her free time, Karmen enjoys hiking, hunting, riding Harley-Davidson motorcycles, and playing with her dog Axl.

Karmen is a Registered Principal and an Investment Advisor Representative with Cetera Advisors LLC.  SCOTT Private Wealth Group is not affiliated with Cetera Advisors LLC.

Contact Karmen Richards