Scott Craig in

Scott Craig

Collaborator · DISC type is
Partner, Regional Director at Waverly Advisors, LLC
📍 Atlanta, Georgia, United States

Scott Craig serves as Partner and Regional Director at Waverly Advisors, overseeing the firms Georgia operations. He previously led BT Wealth Management as Managing Partner through its successful acquisition by Waverly. With over 25 years of experience, his expertise includes investment advice and financial planning. He earned his MBA from Emory University and is a CFA charterholder.

Scott resides in East Cobb with his wife and three children. He is actively involved in his community, having served on committees for Northwest Atlanta Young Life and as a former member of the Furman University Alumni Board. His personal interests include philanthropy and travel.

Unique fact: A passionate baseball fan, Scott has attended a game in all 30 Major League Baseball stadiums.

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Experience
27 Years
Current Role
Partner, Regional Director
Job Level
Mid-senior
Location
Atlanta, Georgia, United States
Personality Overview

How Scott shows up

Example Driven
Fair-minded
Consensus Builder

They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Priorities

Topics Scott cares about

Wealth Management
His career is dedicated to providing investment advice and financial planning to high-net-worth clients, both at Waverly Advisors and previously at BT Wealth Management.
Mergers & Acquisitions
He has direct experience leading a firm, BT Wealth Management, through the strategic process of being acquired by Waverly Advisors.
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Career

Work history

7-2022
Partner, Regional Director
Waverly Advisors, LLC
2-2010 - 6-2022
Managing Partner
BT Wealth Management LLC
2003 - 2009
Vice President, Fixed Income Portfolio Manager/Research Analyst
StableRiver Capital Management LLC
2001 - 2003
Associate, Fixed Income Research
Banc of America Securities LLC
2000 - 2000
Intern, Equity Research
Robinson-Humphrey Company, Inc.
In the press

Media appearances

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Education
2001
Master of Business Administration (MBA)
Emory University - Goizueta Business School
1996
Bachelor of Arts (BA)
Furman University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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