(704) 236-6615 scott@southernwa.com

Who We Are

Scott Reber

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Scott Reber, CFP®, MBA,  is the founder of Southern Wealth Advisors, a financial planning firm based in Cornelius, NC.  Scott spent 20 years working in the engineering and technology industries at AutoDesk, LMS, EMC, and Hitachi before joining Morgan Stanley as a financial advisor and most recently founding Southern Wealth Advisors.  Scott is a Certified Financial Planner™ completing the 2-year certification program at Queens University.

He is a graduate of Eastern Michigan University and holds a B.S. degree in Mechanical Engineering (CAD/CAM/CAE).  He received his MBA in 2009, currently lives in the Lake Norman area with his wife Tonya, and two children Gavin and Madelyn.

In his free time, Scott is a board member of the Lake Norman Soccer Club and loves spending time with family and friends.

Making An Impact

Scott loves being a personal financial planner because it allows him to make a meaningful impact on his clients’ lives.  He also has a passion for creating an impact on the financial planning industry in the Charlotte North Carolina area.

 

CERTIFIED FINANCIAL PLANNER

Series 7 [held with LPL Financial]

Series 65 [held with Independent Advisor Alliance]

Chris Zaccarelli

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Chris joined the Southern Wealth Advisors team in December of 2017. His primary responsibilities are directing investment policy and research and portfolio management strategies.

A twenty-year veteran of the financial services industry, including a decade at Goldman Sachs, Chris joined Southern Wealth Advisors from Cornerstone Wealth where he served as Chief Investment Officer for 2 1/2 years. During that time, he was responsible for the strategic direction of investment management, development of client portfolios and investment selection.

Chris is a graduate of Cornell University’s School of Engineering and has been a CFA charter holder since 2009. He is originally from New Canaan, CT and now lives north of Charlotte with his wife and three children. Chris is active in his community coaching Carolina Rapids soccer teams, participating in programs with the Lake Norman YMCA, volunteering at Davidson College events and other programs in the area.

CFA Charterholder

Series 7 [held with LPL Financial]

Series 63 [held with LPL Financial]

Series 65 [held with Independent Advisor Alliance]

Series 57 [held with LPL Financial]

Lydia Wright

Lydia Wright is the Senior Customer Service Representative for Southern Wealth Advisors. She is responsible for delivering a personal and hospitable experience to every client who steps through our doors. She assists with account preparation, processing, and transfers. She works closely with Mr. Reber and our clients to maintain our office’s high standards for communication.

Lydia has 5 years of experience in the Financial Services industry and 10 years in a law firm. Her extensive experience and compassion for clients elevate the entire Southern Wealth Advisors team. She is a valuable asset and goes above and beyond to ensure we achieve our goal of providing a world-class client experience.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Scott Reber, CFP®, MBA,  is the founder of Southern Wealth Advisors, a financial planning firm based in Cornelius, NC.  Scott spent 20 years working in the engineering and technology industries at AutoDesk, LMS, EMC, and Hitachi before joining Morgan Stanley as a financial advisor and most recently founding Southern Wealth Advisors.  Scott is a Certified Financial Planner™ completing the 2-year certification program at Queens University.

He is a graduate of Eastern Michigan University and holds a B.S. degree in Mechanical Engineering (CAD/CAM/CAE).  He received his MBA in 2009, currently lives in the Lake Norman area with his wife Tonya, and two children Gavin and Madelyn.

In his free time, Scott is a board member of the Lake Norman Soccer Club and loves spending time with family and friends.

Making An Impact

Scott loves being a personal financial planner because it allows him to make a meaningful impact on his clients’ lives.  He also has a passion for creating an impact on the financial planning industry in the Charlotte North Carolina area.

 

CERTIFIED FINANCIAL PLANNER

Series 7 [held with LPL Financial]

Series 65 [held with Independent Advisor Alliance]

 

Chris Zaccarelli

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Chris joined the Southern Wealth Advisors team in December of 2017. His primary responsibilities are directing investment policy and research and portfolio management strategies.

A twenty-year veteran of the financial services industry, including a decade at Goldman Sachs, Chris joined Southern Wealth Advisors from Cornerstone Wealth where he served as Chief Investment Officer for 2 1/2 years. During that time, he was responsible for the strategic direction of investment management, development of client portfolios and investment selection.

Chris is a graduate of Cornell University’s School of Engineering and has been a CFA charter holder since 2009. He is originally from New Canaan, CT and now lives north of Charlotte with his wife and three children. Chris is active in his community coaching Carolina Rapids soccer teams, participating in programs with the Lake Norman YMCA, volunteering at Davidson College events and other programs in the area.

CFA Charterholder

Series 7 [held with LPL Financial]

Series 63 [held with LPL Financial]

Series 65 [held with Independent Advisor Alliance]

Series 57 [held with LPL Financial]

Lydia Wright

Lydia Wright is the Senior Customer Service Representative for Southern Wealth Advisors. She is responsible for delivering a personal and hospitable experience to every client who steps through our doors. She assists with account preparation, processing, and transfers. She works closely with Mr. Reber and our clients to maintain our office’s high standards for communication.

Lydia has 5 years of experience in the Financial Services industry and 10 years in a law firm. Her extensive experience and compassion for clients elevate the entire Southern Wealth Advisors team. She is a valuable asset and goes above and beyond to ensure we achieve our goal of providing a world-class client experience.

(704) 236-6615

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One-Page Financial Plan

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisors Alliance, a registered investment advisor. Southern Wealth Advisors and Independent Advisors Alliance are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Florida, Michigan, California, Arizona, and Virginia.

Southern Wealth Advisors
18716 W Catawba Ave
Cornelius, NC 28031
(704)-236-6615