Scott M. Barbee

Scott M. Barbee

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Profile

Mr. Scott M.
Barbee
, CPA CFP, is Wealth Advisor & Principal at Truepoint, Inc. Mr. Barbee joined Truepoint in 2005, bringing more than eight years of financial planning expertise honed at Deloitte & Touche and the FTB Group of UBS.
At Deloitte, he assisted with the design, development and testing of financial planning software and also counseled Procter & Gamble retirees through their retirement decisions.
With the FTB Group, he employed his extensive experience with retirement plan distributions and stock option planning to advise employees and executives of companies such as Procter & Gamble and Convergys.
As a wealth manager at Truepoint, he essentially serves as a CFO for his clients and their families.
He specializes in working with executives of Procter & Gamble and General Electric, leveraging his deep knowledge of the intricacies of retirement planning for their benefit.
Mr. Barbee holds a bachelor’s degree in accounting from the University of Cincinnati.
He is a Certified Public Accountant and Certified Financial Planner professional.

Former positions of Scott M. Barbee

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Scott M. Barbee

University of Cincinnati (Ohio) Undergraduate Degree

Experiences
Positions held

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Private companies

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99

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3

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Linked companies

Private companies2

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