Troy Scarborough, CFP®, QPFC

Current

• Vice President at Capital City Trust Company

Past

• Defined Contribution Practice Leader at Hewitt Associates
• Benefits Services Manager at Hewitt Associates
• Administration Consultant at CitiStreet

Education

• University of Florida - Warrington College Of Business
• University of Florida
• Hernando High

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Recommended

9 people have recommended Troy

Connections

111 connections

Industry

Financial Services

Websites

• My Company

Troy Scarborough, CFP®, QPFC’s Summary

A proven leader with expertise in retirement plan sales, implementation, and management. Proven strengths in project execution, relationship management, and product knowledge. Background includes successful business development, leading multi-million dollar client projects on time and within budget. Excellent reputation for understanding client needs, ensuring “best in class” service delivery, and achieving successful contract renewals.

Troy Scarborough, CFP®, QPFC’s Specialties:

Qualified & Non-qualified Retirement Plan Administration, Investment Counseling, IRA consulting, Employee education sessions

Troy Scarborough, CFP®, QPFC’s Experience

• Vice President

  Capital City Trust Company

  (Public Company; 11-50 employees; Financial Services industry)

  February 2006 — Present (3 years 6 months)

  Lead the department responsible for trust and administrative services for Defined Contribution plans representing over $150M in assets. Also responsible for new business generation; including aggressive sales targets and corresponding incentives.
  • Consult on plan design and trust management for; 401(k), Profit Sharing (age weighted and cross tested), and Money Purchase Pension plans.
  • Implement operational efficiencies to enhance team productivity.
  • Conduct investment education seminars for plan participants.
  • Led conversion effort to transfer entire client book to open architecture investment platform.

Troy Scarborough, CFP®, QPFC’s Education

• University of Florida - Warrington College Of Business

  1992 — 1994

• University of Florida

  1990 — 1994

• Hernando High

Additional Information

Troy Scarborough, CFP®, QPFC’s Websites:

• My Company

Troy Scarborough, CFP®, QPFC’s Groups:

National Association of Personal Financial Advisors(NAPFA), Tallahassee Regional Estate Planning Council (TREPC), Tallahassee Area Chamber of Commerce

•    Human Capital Institute
•    Executive Suite
•    Linked:HR (#1 Human Resources Group)
•    Expat Network
•    Hewitt Associates
•    Consulting Pulse
•    Financial Advisor Network (FAN)
•    American Society of Pension Professionals & Actuaries
•    401(k)

Troy Scarborough, CFP®, QPFC’s Honors:

CERTIFIED FINANCIAL PLANNER™ professional, granted February 2008

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Qualified Plan Financial Consultant (QPFC) credential granted by American Society of Pension Professionals & Actuaries (ASPPA), March 2009.

QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans.