Mike Scroggins Cpa Cfp Cfpa Email & Phone Number | Started my financial advising career in 1994 consulting local business owners working for a Chicago based accounting firm. In 1998 created an advisory firm with the premise that I would act as my clients' personal financial guide, because that best describes the comprehensive planning and financial management role I can play in their lives. My team brings a proven, client-centric process to financial planning and management. Our solutions-based approach is designed to help clients and businesses navigate their lifetime financial roadmap efficiently addressing wealth management, tax strategies, educational planning, estate concerns, risk management, and any other financial needs as they pass through the various stages of life while building a lasting legacy for their families. Naturally curious and outgoing, I like being active and taking on new challenges and experiences. Admitted golfing fanatic, feeling that it is much more than just a game – an experience that requires planning, risk assessment, calculated decision making all while enjoying a beautiful environment with the goal of posting a rewarding round – similar to a well-managed financial life plan. Also enjoy connecting with nature by camping, hiking and boating. Love exploring the world through travel, specifically India, Nepal and Tibet. Travels to South Asia inspired a profound interest in yogic philosophies. Over the years, I've participated in several civil and athletic organizations with continued ongoing support for my high school, Joliet Catholic Academy. My team joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. www.FINRA.org www.SIPC.org

Mike Scroggins Cpa Cfp Cfpa

Started my financial advising career in 1994 consulting local business owners working for a Chicago...
Naples, Florida, United States

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Mike Scroggins Cpa Cfp Cfpa’s Email mike.scroggins@raymondjames.com

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Mike Scroggins Cpa Cfp Cfpa’s Location Naples, Florida, United States

Mike Scroggins Cpa Cfp Cfpa’s Current Industry Wealth Enhancement

Mike Scroggins Cpa Cfp Cfpa’s Prior Industry Raymond James | Scroggins Wealth Management Llc An Independent Practice | Waddell And Reed Financial Services | Elis Cheesecake | Checkers Simon And Rosner

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Work Experience

Wealth Enhancement

CPA, CFP®, CFPA | SVP, Financial Advisor

2022-10-01 00:00:00 - Present

Raymond James

CPA, CFP - Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

2003-04-01 00:00:00 - 2022-10-01 00:00:00

Scroggins Wealth Management Llc An Independent Practice

Owner

1998-10-01 00:00:00 - 2022-10-01 00:00:00

Waddell And Reed Financial Services

Senior Financial Advisor

1998-10-01 00:00:00 - 2003-04-01 00:00:00

Elis Cheesecake

CFO/Controller

1995-09-01 00:00:00 - 1998-12-01 00:00:00

Checkers Simon And Rosner

Senior Auditor

1994-01-01 00:00:00 - 1995-09-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Mike Scroggins Cpa Cfp Cfpa

Mike Scroggins Cpa Cfp Cfpa is located at
Naples, Florida, United States

Mike Scroggins Cpa Cfp Cfpa is a Started my financial advising career in 1994 consulting local business owners working for a Chicago based accounting firm. In 1998 created an advisory firm with the premise that I would act as my clients' personal financial guide, because that best describes the comprehensive planning and financial management role I can play in their lives. My team brings a proven, client-centric process to financial planning and management. Our solutions-based approach is designed to help clients and businesses navigate their lifetime financial roadmap efficiently addressing wealth management, tax strategies, educational planning, estate concerns, risk management, and any other financial needs as they pass through the various stages of life while building a lasting legacy for their families. Naturally curious and outgoing, I like being active and taking on new challenges and experiences. Admitted golfing fanatic, feeling that it is much more than just a game – an experience that requires planning, risk assessment, calculated decision making all while enjoying a beautiful environment with the goal of posting a rewarding round – similar to a well-managed financial life plan. Also enjoy connecting with nature by camping, hiking and boating. Love exploring the world through travel, specifically India, Nepal and Tibet. Travels to South Asia inspired a profound interest in yogic philosophies. Over the years, I've participated in several civil and athletic organizations with continued ongoing support for my high school, Joliet Catholic Academy. My team joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. www.FINRA.org www.SIPC.org

Mike Scroggins Cpa Cfp Cfpa currently works in the Wealth Enhancement |

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Mike Scroggins Cpa Cfp Cfpa has prior
experience in the following industries:
Raymond James | Scroggins Wealth Management Llc An Independent Practice | Waddell And Reed Financial Services | Elis Cheesecake | Checkers Simon And Rosner

Mike Scroggins Cpa Cfp Cfpa has the following professional experience:
Wealth Enhancement | Raymond James | Scroggins Wealth Management Llc An Independent Practice | Waddell And Reed Financial Services | Elis Cheesecake | Checkers Simon And Rosner