
D Scott Worley
Indian Land, SC 29707 call D Scott Worley at (803) 396-1518 Request an Appointment
At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
Prior to joining Edward Jones in 2020, I spent 12 years working in wealth management, helping families with their needs. I made my decision to join the Edward Jones family after learning about the way that Edward Jones does business; placing the needs and goals of the client first and providing advice that is based on a long-term philosophy that emphasizes buying quality investments, diversifying them, and holding them for the long term while reducing risk.
I attended West Virginia University and graduated in 2003 with a bachelor’s degree. I later attended Liberty University where I graduated in 2013 with a Master of Business Administration. In addition, I received the CRPC® professional designation in 2014. Chartered Retirement Planning Counselor (CRPC®) is a professional financial planning designation awarded by the College for Financial Planning. Individuals earn the CRPC® designation by completing a study program and passing a comprehensive final examination. Every two years, CRPC® professionals must complete 16 hours of continuing education to continue using the designation.
Originally from West Virginia, I have lived in Union County, NC since 2006. I am a proud veteran who after 23 years of service, split between the active and reserve components, retired from the US Army. I have been married to my wife, Leigh Ann, since 2007 and we have two sons. My family is active in the community and at our church, Waxhaw United Methodist Church.
I want to help provide the answers to your questions, so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Focus areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Employee Stock Options
- Military Professionals & Veterans
My Personal Interests
- Outdoor Enthusiast
- Fishing
- Hunting
- History and Museums
- Golfing
Office Information
Office Address
8449 Charlotte HighwayIndian Land, SC 29707
Phone Number
D Scott Worley at (803) 396-1518Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Branch Team
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