Scott R Sweet, J.D., CLU®, CFP®, ChFC®, RICP®

Wealth Management Advisor

Personal

Scott has been married to Cathy for almost 30 years. They live in The Colony, TX and recently became empty nesters. They love traveling, going to concerts, playing games, and watching their daughters in their role as cheerleaders. Scott implemented the WatchDOGS (Dads of Great Students) in multiple local schools, and is a lifetime PTA member. He’s also active in the children’s ministry at Bent Tree Bible Fellowship. He enjoys rooting for his alma mater, doing color commentary for the Plano West Varsity Football team on internet TV, losing balls on the golf course, and learning.

As a former accountant and “recovering attorney”, Scott was a client first before deciding in 1998 to build his own wealth management practice. With the professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Profession (RICP®), and the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, Scott takes great pride in helping individuals and businesses understand their needs and objectives. Whether it involves investments, insurance, or employee benefit packages, Scott and his team welcome the opportunity to become a strategic financial partner for you, your family and your business. He currently is a Board of Governors member of the North Dallas Estate Planning Council, and was a former Board Member of the Dallas Estate Planning Council.

 

Community Involvement

Scott enjoys the time he spends each week acting, teaching and ministering children at his church youth center.  He coached his daughters' soccer team to back-to-back league championships and helped coach them to softball championships as well.  He also does color commentary for the Plano West Varsity Football team which streams live on the internet. 

He has also been an active volunteer with Childrens´ Medical Center of Dallas, and served as the Sponsor Chairman for the Annual Chip Moody Auction Classic and Golf Tournament for two years.  Scott has been involved with the TeamConnor Charity Golf and Auction event which raises money for pediatric cancer research. 

Scott has been inducted as a lifetime PTA member, and has also been involved for many years with both daughters in the local Y Princess chapter.

He and his family are also sponsors of an orphan child from Uganda through the Compassion International program. 

Scott and Cathy have started a charitable fund, The Sweet Life Fund, dedicated to helping needy children and their families through medical crisis.  Through this fund, they have also established the Scott and Cathy Sweet Endowment at Parkland Hospital in Dallas to benefit Parkland's Burn Camp which provides rehabilitation and recovery for those suffering from traumatic burns.

 

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