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Our financial advice team


Jimmy Scotchie, Private Wealth Advisor serving the Chattanooga, TN area - Ameriprise Advisors

Jimmy Scotchie

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Oracle Wealth Management
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Arts, Furman University, 1992
  • The McCallie School, 1988

Awards & recognition

  • Ameriprise Circle of Success, 2006 - 2018, 2020 - 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Ronald McDonald House Charities of Greater Chattanooga President of the Board (2017-2019)
  • RMHC Vice President of the Board (2015-2017)
  • RMHC Board Member since 2009

Interests

  • Spending time travelling with my family
  • Spectator at my twin daughter's many activities, especially golf and tennis
  • Volunteering at my daughter's high school