Scott Batchelor, Jr., CFP®
Lead, Financial Planning
Scott got his start with Smith Salley as a summer intern while attending the Kenan-Flagler Business School at the University of North Carolina in 2005. In May 2006, upon earning his Bachelor of Science in Business Administration from UNC, Scott came on as a full time member of the team. Scott was hired to develop the Financial Planning side of the practice and in early 2009 he completed the Certified Financial Planner™ certification and now oversees the planning functions of the firm.
As a CFP® practitioner, Scott is responsible for walking clients through the many “softer” issues of wealth management. Whether he is putting together retirement scenarios or crafting a tax-efficient charitable giving strategy, Scott stands at the intersection of how our clients invest and why they invest.
Scott grew up in Raleigh where he became an Eagle Scout and met his best friend in 6th grade only to marry her 12 years later. Scott and Mary Chandler, along with their two daughters and twin sons are proud to call Greensboro home. Scott is heavily involved in Canterbury School where his four children attend and is also a leader in Bible Study Fellowship.