Broker Check


Best-in- State <br/>Wealth Management Team

Best-in- State
Wealth Management Team

We are pleased to share with you that the Floyd McMillan Scott Group and Trea Floyd, CFP® was named a 2025 FORBES | SHOOK Research Best-in- State Wealth Management Team.

While we are honored by this award, we fully understand that this recognition is possible only because you, our Clients.

Published on 1/9/25. Rankings based on data as of 3/31/24.

Family Wealth Advisor

Family Wealth Advisor

We’re excited to announce that the Floyd McMillan Scott Group has earned the specialized title of Family Wealth Advisor.

You and your family have worked hard to build a legacy and your team has the experience, expertise, and resources to preserve and protect that legacy. As Family Wealth Advisors, we have gone through an extensive vetting process and a yearlong advanced training program to support you as you successfully negotiate the complexities of family, business, and generational wealth.

Team Certifications

One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.

CFP Designation

A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

CIMA Designation

CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA advisor learns sophisticated, technical investment concepts and how to apply them for individual and institutional clients.

QPCG Designation

Within the Qualified Plan Consulting Group, veteran teams hold a special title recognizing a level of mentorship and commitment to successful retirement outcomes. The Floyd McMillan Scott Group has earned Baird’s Senior Qualified Consultant designation, signifying their dedication to and expertise in the qualified plan space.

Dedicated Professionals

Dedicated Professionals

When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed individuals.  We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.