Mack Scott Nesbit

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → 03/2023
  Davis Financial Planning
  Asheville, NC
• 09/2021 → 02/2022
  Indiana University
  Bloomington, IN
• 05/2020 → 09/2021
  Wrightsville Beach Fire Department
  Wrightsville Beach, NC
• 05/2019 → 08/2019
  Fedex
  Zionsville, IN
• 05/2018 → 08/2018
  Carmel High School
  Carmel, IN
• 05/2014 → 07/2017
  Woollett Aquatic Center
  Irvine, CA
• 08/2004 → 05/2017
  Not Applicable
  Irvine, CA
• 09/2018 → 05/2019
  University Of North Carolina Wilmington
  Wilmington, NC
• 08/2019 → 05/2020
  University Of North Carolina Wilmington
  Wilmington, NC
• 08/2017 → 05/2018
  University Of North Carolina Wilmington
  Wilmington, NC
• 04/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-05-05 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Asheville, NC
• 2022-07-31 → 2023-05-05
  Davis Financial Planning
  Asheville, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-08