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Scott E. Polk
Scott E. Polk
Second Vice President - Wealth Management
4450 Old Canton Road
Suite 100
Jackson, MS 39211
tel: 601-321-7715
toll free: 800-227-0202
fax: 601-321-7739
Email Me
Welcome Education Honors Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • Mississippi State University, 2006
    College of Business and Industry
    Young Alumnus of the Yea
  • Bachelor of Business Administration, 1995
    Majored in Banking and Finance
    Mississippi State University
    Starkville, MS
  • Series 7 - General Securities Representative, 1995
  • Series 63 - Uniform State Exam, 1995
  • Series 65 - Investment Advisory Agent, 1995
  • Series 31 - Managed Futures & Commodities
  • Guided Portfolio Management Program
  • Life Insurance & Variable Annuity Licensed
Honors and Recognitions
  • 2006 Mississippi State University
    College of Business And Industry
    Young Alumnus of the Year
Services
  • Asset Management
  • Fixed Income
  • Municipal Bonds
  • Qualified Plans
  • Retirement Planning
Business Experience
  • 1995 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Jackson, MS
Bulletin Board
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • If you are considering starting or upgrading your retirement plan for your business, see brochures for some timely information.
Scott E. Polk is licensed in the following state(s): AL, AR, CA, CT, DC, FL, GA, HI, IL, KY, LA, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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