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SCOTT McGHIE, CFA

Director of Portfolio Management

Scott McGhie is the Director of Portfolio Management and a Senior Investment Manager at The Fiduciary Group, where he oversees client portfolios and investment strategy.

Prior to joining the firm in 2008, Scott served as a Supervisory Senior Auditor with Ernst & Young in their Atlanta and Boston offices, performing extensive financial statement analysis and investment valuation for financial services clients. He also served as an Equity Analyst for UBS Securities in New York.

Scott received his B.S. in Accounting, magna cum laude, from Southern New Hampshire University and earned his Masters in Finance from Bentley College. He has also earned the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, and an inactive Certified Public Accountant.

Originally from Hudson, New Hampshire, Scott currently serves as Treasurer of the Savannah JEA and Chair of the Board of Directors for Savannah Classical Academy. He was named to Georgia Trend magazine’s 2019 ‘40 Under 40’ class for his professional achievement and philanthropic contributions to the community.

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The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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