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40 UNDER 40 • SUNDAY, MARCH 18, 2018
Current Title: Senior Vice President, Family Wealth Director, Financial Advisor, Place of Business: WHMZ Group - Morgan Stanley Education: B.S. Finance, UA 1998-2002 Family: Wife Gina, 4 children Marcus (7) Larisey (6) Hazel (4) Eve (2) City: Tuscaloosa, Alabama Hometown: Decatur, Alabama - Moved around a lot growing up Lived in Michigan, Spain, Germany Professional Responsibilities: Principal Partner and co-founder of the WHMZ Group within Morgan Stanley. Community Involvement: Incoming President of YMCA Board. Past Chairman for the New YMCA Building Capital Campaign - opened August 2016. Board Member for the Chamber of Commerce. Alexis De Tocqueville Society Member. Alabama Baseball Leadership Committee and part-time color commentator for Alabama baseball. Legacy Leader Tuscaloosa Campus - Church of the Highlands. Supporter and involved with DCH Foundation and The ARC of Tuscaloosa. Other Certifications or Awards: Family Wealth Director - less than 300 (2%) of Morgan Stanley’s 16,000 advisors 2017 Forbes List - Top Millenial Advisors
SCOTT MCCLANAHAN
37 YEARS OLD
Hobbies and Passions: Passionate about my family. Passionate about my faith. Also I consider myself a weekend warrior athlete, always into a different sport - Crossfit, Mountain Biking, Tennis, Squash, Ping Pong, Basketball, Golf. I also enjoy Coaching youth sports and Listening to Audio books. Why did your go into your particular field: I was planning on managing my millions I was obviously going to make playing professional baseball. When that never occurred I was blessed with an opportunity to co-found a wealth management team with Michael Warr and Alistair Harding-Smith,15 years ago. How do you hope to grow in your career : The world is ever changing and the financial industry is no diffferent. People are expecting more and more in all areas of life. We are not satisfied with an Iphone 3 when an Iphone X is available. I see wealth management and my career in a similar light. We travel around the country making sure we remain on the cutting edge of what is available to help our clients. I would like to continue to grow in offering a higher and higher standard of care to clients giving them confidence in their financial life.