Our advisors are
Chartered Financial Consultants® (ChFC®).
How does that benefit you?
A Chartered Financial Consultant® is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant® designations are granted by The American College (www.theamericancollege.edu) upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Team
Who We Are
Preston F. Sanders ChFC®
Senior Partner
Preston has worked in the financial security profession for 40+ years. He has been a self-employed Chartered Financial Consultant® since 1984. He holds a Master’s degree in Financial Security Planning from The American College in Bryn Mawr, Pennsylvania. He holds specialty designations in retirement planning.
“I work only for my clients and serve as a fiduciary at the highest level. I seek to determine the needs, goals, and aspirations of my clients by spending time developing relationships that promote trust and confidence. I seek to provide the same level of service and competence I would need and require if I were the client!”
Preston lives with his wife, Kathy, on their farm in Washington, GA. He enjoys reading, walking the farm, and spending time with his kids and grandkids.
Robert W. Scott, III ChFC®
Managing Partner
Robert W. Scott III (Trey) joined Sanders & Scott, ChFC® in 2016. He spent 15 years working as a physical therapist/athletic trainer before transitioning to the field of financial security planning. He earned his Chartered Financial Consultant® credential in 2020.
"This is a profession where I can truly be of help to people in all circumstances and walks of life. Here, I can serve people with the same degree of thoroughness that I would require (desire) for me and my family."
Trey lives with his wife, Anna, and three children in Athens, Georgia. In his spare time, he enjoys coaching soccer, exercising, and hiking with the family and their two dogs.
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Julie Phillips
Administrator
Julie is the glue that keeps it all together! Prior to coming to Sanders & Scott in 2021, Julie served as the Administrator for Bethlehem Ministry, a non-profit, for 13 years. She holds a Bachelor of Arts degree from American University in Washington, D.C.
Julie is responsible for administrative and back-office duties, along with assisting clients in accessing the many services provided by our firm. She loves working with our clients and strives to make their lives a little bit easier.
Julie lives in Athens with her husband of 30 years, Steve. They have two college-age sons. In her free time, Julie enjoys spending time with her friends and family, staying active, and being creative.