Scott Pitts

*** ******* *** *********, ** ***** 859-***-**** adrvgk@r.postjobfree.com

Financial Services Officer

Over 25 years of experience in financial service industry in central KY. Strong record of building high quality client bases with the expertise to provide those clients with comprehensive financial guidance. Areas of expertise include Business Development, Commercial and Retail Banking, Investment Management, Financial and Retirement Planning

Professional Experience

FIELD AND MAIN BANK, LEXINGTON, KY 2018-2022

Private Banking / Business Development, Responsible for growth of client base, deposits, commercial and retail loans, investments under management and insurance revenue

Grew accounts by 75 in 2021 and 42 in first half of fiscal 2022

Grew Deposits by $6 million in 2021 and $3 million in 2022

Increased commercial loan production by $2 million in 2021 and $6 million in 2022

Increased mortgage loans by $3.5 million in 2021 and $2.5 million in 2022

Grew investment portfolio by $4 million in 2021 and $1.75 million in 2022

Generated $25,000 insurance revenue in 2021 and $18,000 in 2022

Engaged 5 clients in financial planning process

BRANCH BANKING AND TRUST, LEXINGTON, KY 2016-2018

Senior Wealth Advisor, Responsible for assisting clients with retail loans, risk management issues, investment management and financial planning

Generated $11 million investment sales in 2017

Generated $6.5 million in retail loans

Closed 12 financial planning engagements for $25,000 in revenue

Generated $38,000 in insurance revenue

Referred 10 closed relationships to trust

HILLIARD LYONS, LEXINGTON, KY 2014-2016

Financial Consultant, Responsible for growth in assets under management, retirement plans, insurance revenue, trust and investment banking

Grew assets under management to $18.5 million

Closed 8 retirement plans for $1.6 million

Generated $35,000 in insurance revenue

Closed $2.5 million in trust business

Generated $30,000 in investment banking transactions

BRANCH BANKING AND TRUST, CENTRAL AND EASTERN KY 2008-2014

Regional Manager / Senior Advisor, Managed staff of 5, Responsible for market growth of retail loans, assets under management, planning engagements and insurance revenue

Led region in investment and planning production in 2014

Led region in insurance revenue

Region ranked 1st out of 36 in loan production

Region ranked top 10 in fee revenue

Region ranked top 10 in client service (2008-2014)

FARMERS BANK AND TRUST CO., LEXINGTON, KY 2004-2008

Private Banking / Commercial Loan Officer, Responsible for growth in retail and commercial loan portfolio, deposits, trust and investment business

$40 million loan portfolio

$2 million in closed trust and insurance business

Financed construction of 72-unit condo project for $15.2 million

Financed purchase of nursing home for $3.5 million

Financed purchase of boutique hotel for $3 million

VINE STREET TRUST CO (PURCHASED BY BRANCH BANKNG AND TRUST) 1996-2004

Private Banking Officer

CITIZENS FIDEILITY BANK AND TRUST 1988-1996

Main Office Manager

Education

B.A. Finance (High distinction graduate) University of KY, 3.8 GPA

Graduate Cannon Private Banking School

Professional Licenses

Series 7, 24, 66 and Life and Health Insurance

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