Scott Winkler CPA

Scott Winkler

Scott Winkler

CPA/PFS, CFP®

Scott provides tax services to the firm’s individual and business clients.  He is the Principal of Winkler Financial Planning, LLC, a Fee-Only registered investment advisory firm providing investment management and retirement planning services. He was previously employed at SunTrust Bank in the Wealth and Investment Management Group.

Specializations Include:

  • Investment Management
  • Retirement Planning
  • Retirement Income Distribution Planning
  • Tax Planning and Preparation for Individuals
  • Fiduciary Taxation
  • Estate Settlement

Education and Affiliations:

BBA in Accounting, Cum Laude, University of Memphis
MBA, University of Memphis
CPA in Georgia and Tennessee
PFS, Personal Financial Advisor
CFP®, Certified Financial Planner
Member American Institute of Certified Public Accountants
Member National Association of Personal Financial Advisors
Member Financial Planning Association
Member Georgia Society of CPAs
Member Tennessee Society of CPAs