Warren Averett, LLC, Certified Public Accountants and Advisors, is pleased to announce that Member, Scott Robey, CPA, CFP®, has been approved as an Accredited Estate Planner® (AEP®). The AEP® designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to credentialed estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation and character. The AEP® designation is only available to attorneys, CPA’s, CLU’s, CFP®’s, ChFC’s and Certified Trust and Financial Analysts. Robey joins approximately 1,700 designees across the US, and is recognized as a CPA who has committed to the specialized knowledge and team approach to estate planning.
Robey is a Member in the Firm’s Tax Division and has been practicing in the public accounting profession in the Tampa Bay area since 1988. He is a leader within the Estate Planning Division of the Firm, including assisting families in their personal financial, estate and gift planning. During his professional career, Scott has gained experience in all phases of audits, reviews, compilations, consulting and tax services. His industry experience includes, but is not limited to, construction firms, real estate developers, engineering and architectural firms, wholesale distributors, insurance agencies, professional firms, physicians, real estate brokerage and management operations, automobile dealerships and farming operations.
“I am proud to have had the opportunity to nominate Scott for this designation, but it was his resume and skill that completed the designation process,” said Greg Sellers, Montgomery Member of Warren Averett. “With the addition of Scott, Warren Averett’s Estate and Trust group now has five members with an AEP® certification which distinguishes the Firm as specializing in estate planning.”
About Warren Averett
Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With more than 800 employees and 340 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 15 office locations include Birmingham, Huntsville, Montgomery, Cullman, Anniston, Auburn and Foley, Alabama; Pensacola, Fort Walton Beach, Destin, Crestview and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands. To learn more about our firm visit www.warrenaverett.com.
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LAST UPDATED 6/19/2014