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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Scott Farmer

Scott began his career in the financial services industry in 1987. During his career he left the financial services industry for 10 years when he and his wife bought, ran and sold PeachState Automotive, a Goodyear automotive services facility. Scott...

ABOUT SCOTT

Scott began his career in the financial services industry in 1987. During his career he left the financial services industry for 10 years when he and his wife bought, ran and sold PeachState Automotive, a Goodyear automotive services facility. Scott and his wife Lisa spent 27 years in Atlanta but relocated back to Tennessee in 2013. In October of 2016 Scott joined Wells Fargo Advisors which lead to him being a founding member of Heartland Financial Consulting Group of Wells Fargo Advisors. Heartland Financial Consulting Group currently manages over $1 Billion, as of 1-8-2025, in trusted client assets. As a true Financial Advisor, Scott utilizes his experience and training in serving and providing holistic solutions for families and business owners.


Active in the community, Scott has served and/or been involved with many local philanthropic boards and is currently the Board President of the East Tennessee Wine Society. Heartland Financial Consulting Group of Wells Fargo Advisors actively supports East TN Children’s Hospital, PJ Parkinson’s Foundation, Autism and Boys and Girls Club to name a few.


Certifications and education:


·        B.S. – Organizational Leadership Mercer University

·        Certified Exit Planning Advisor®

·        Chartered Retirement Planning Specialist®

·        FINRA Series 7, and 66 Securities Registrations

·        TN Life, Health and Long-Term Care Insurance licenses


Scott has a passion for wine and enjoys sharing his knowledge through wine tasting and sharing with friends. He also enjoys collecting and tinkering with vintage watches. Scott and his wife Lisa live in the Rocky Hill neighborhood in Knoxville. They enjoy cards, hosting dinners and spending time with friends. They are proud parents of two grown children and are doting Grandparents to a grandson, along with two children and three additional grandchildren they lovingly consider part of their family.

 

Investment and Insurance Products are:

* Not Insured by the FDIC or Any Federal Government Agency

* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested



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Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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