The Team

Oracle Wealth Management

Oracle Wealth Management strives to deliver financial strategies for today and tomorrow through a personalized and comprehensive financial planning approach built on a long-term relationship with knowledgeable advisors.

Our Advisors

Jimmy Scotchie

Jimmy Scotchie

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Bachelor of Arts, Furman University, 1992, The McCallie School, 1988
CA Insurance #0H79563

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Jeff Scotchie

Jeff Scotchie

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts, Economics, Vanderbuilt University

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Ashley Raymond

Ashley Raymond

Associate Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing

Education

Convenant College, Bachelors in Business, Organizational Management

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Joy A Clemons

Joy A Clemons

Associate Financial Advisor

Our Staff

Paige Schober

Paige Schober

Client Service Coordinator

Lindy Smith

Lindy Smith

Financial Planning Assistant

Gloria Lowe

Gloria Lowe

Client Service Coordinator

Deborah Hundley

Deborah Hundley

Receptionist