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Why
The Floyd McMillan Scott Group

The foundation of The Floyd McMillan Scott Group is trust, within our team and with our client partnerships. We are a multi-generational team serving multi-generational families, allowing for a client’s legacy to efficiently transfer with familiarity to the next generation. Client engagements involve every team member, fostering collaboration and multiple perspectives aligned to ensure the client receives the best possible advice.

The Floyd McMillan Scott Group is proud to be named a 2026 FORBES | SHOOK Research Best-in-State Wealth Management Team. Published 1/7/26, rankings based on data as of 3/31/25.

Celebrating Our 40th Anniversary

Celebrating Our 40th Anniversary

The Floyd McMillan Scott Group is celebrating its 40th anniversary.  Established in 1986 by our former partners, mentors and friends, Mike Parrott and Chuck Forbes, our team strives to build upon the legacy crafted by these gentlemen who were true pioneers of the wealth advisory business.

How We Can Help You

Investment Consulting

The Floyd McMillan Scott Group offers best-in-class investment solutions including discretionary & non-discretionary asset management.

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Financial Planning

All aspects of a client’s financial life including but not limited to liquidity management, retirement planning, education planning, social security optimization, charitable gifting and healthcare/Medicare planning.

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Retirement Planning

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Planning

We'll help make sure that we're considering the tax implications with all your investments.

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Legacy Planning

With decades of experience, we'll help secure your legacy for future generations.

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Family Dynamics

Understanding family values and wealth history is key to preparing future generations, and we facilitate family meetings and coordinate with professional advisors to achieve this.

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Trea Floyd, CFP<sup>&#174;</sup>

Trea Floyd, CFP®

"Over the last 35+ years, our team has built a multi-generational legacy team to serve and partner with multi-generational families achieving legacy wealth. Through our uncompromising wealth management process, we simplify and create capacity for our clients so they can devote their time to fulfilling their vision of success."

Robert McMillan

Robert McMillan

"In the beginning of a new client engagement, we seek first to understand before being understood. We do not aspire to be all things to all clients. Rather we strive to develop long term partnerships with clients who share our values and philosophies, delivering successful financial outcomes and fulfilling their legacies."

Gary Scott Jr., CIMA<sup>&#174;</sup>, CFP<sup>&#174;</sup>

Gary Scott Jr., CIMA®, CFP®

"Our team goal is simple – To be consistent, reliable, and to communicate effectively bringing clarity in a world of complexities through a partnership with your family built on trust."

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