Get to know J. Scott Gwatney, ChFC®, CPFA®

J. Scott Gwatney, ChFC®, CPFA®

Chief Financial Analyst, Financial Advisor, Portfolio Manager

Scott Gwatney: Chief Financial Analyst, LA Resident Life & Health Insurance License (#545878), Registered Investment Advisor, Series 65 Securities Registered

Scott joined the Burns Estate Planning & Wealth Advisors family 2019 as a financial advisor and portfolio manager.  His goal is to offer objective guidance that fits each individual client’s particular situation and to help build each client’s wealth while preserving their assets.

Scott has worked in the financial industry 12+ years and is registered with the SEC as an Investment Adviser Representative.  Scott also possesses the Series 65 Securities Registration and is a LA Life/Health Insurance Agent.

Scott currently resides in Prairieville with his family. Scott graduated with his degree in 2007 from Louisiana State University.