Scott Cahill

Managing Director
407.841.2480
407.341.2480
407.841.1626

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Scott Cahill is a Managing Director of Fulcrum Partners Orlando and is one of the founders of Fulcrum Partners LLC. Over his more than 30-year career, he has specialized in the efficient design and funding of executive benefits for corporations and estate tax liabilities for wealthy families.

His expertise includes strategic integration of compensation and benefits for the top talent at client companies. The result is a comprehensive and effective total rewards structure. He also consults with medium to large private organizations on business succession and ownership transition challenges.

Scott is routinely engaged by organizations to design

  • IRS Section 409(A) Plans
  • Executive Life & Disability Income Programs that can reduce the risk components of Core Employer Group Plans and restore benefits lost to IRS or insurance carrier limitations
  • Estate Tax Efficient Succession and Generational Planning Strategies
  • Tax Efficient Hedging of Non-Qualified Plan Liabilities

Scott serves on the Advisory Board of the National Christian Foundation (Orlando) as he looks to see the city where he grew up  and has now raised his own children become a generous, giving community.  Scott and his family have been active participants and financial sponsors of the Luis Palau Association outreach to sponsor evangelical initiatives to encourage and equip cities around the globe.

Experience and Service
  • Past Owner and Principal of James B. Greene & Associates, Inc. where he developed an extensive list of high profile clients throughout the southeast
  • Central Florida Estate Planning Council, Member
  • The Luis Palau Association, Chairman of the Board
  • The National Christian Foundation/Orlando, Advisory Board Member
  • Top of the Table, Member
Degrees, Certifications, and Registrations
  • Association of Advanced Life Underwriting, Member
  • University of South Florida, Bachelor of Science in Finance

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A Personal Invitation from G. Scott Cahill to learn more about Fulcrum Partners Orlando

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A founder of Fulcrum Partners LLC, Scott Cahill is a Managing Director of Fulcrum Partners Orlando, Florida. With a professional career that spans more than 30 years, Scott is recognized for his knowledge and proficiency in the effective funding of:

  • Benefit liabilities for corporations
  • Estate tax liabilities for wealthy families including estate liquidity, private wealth, and generational planning

Scott consults with medium to large private organizations that rely on him to help them attract and retain top talent. By helping organizations with the strategic integration of compensation and benefits, the result is a comprehensive and effective total rewards structure. Scott also consults on:

  • The challenges of business succession and ownership transitions
  • The design of IRS Section 409(A) Plans
  • Executive Life & Disability Income Programs that can reduce the risk components of Core Employer Group Plans and restore benefits lost to IRS or insurance carrier limitations
  • Tax Efficient Hedging of Non-Qualified Plan Liabilities.

At Fulcrum Partners Orlando, Scott Cahill delivers quality service, trusted advice, and financial solutions that are both creative and efficient.

Education, Training, and Service

  • University of South Florida, Bachelor of Science in Finance
  • Past Owner and Principal of James B. Greene & Associates, Inc. where he developed an extensive list of high profile clients throughout the southeastern U.S.
  • Association of Advanced Life Underwriting, Member.
  • Central Florida Estate Planning Council, Member.
  • Top of the Table, Member.
  • Member of the Board of Trustees for Palm Beach Atlantic University.
  • Board Member of the Luis Palau Association.
  • Rock Orlando, Inc., Board Member.
  • The National Christian Foundation/Orlando, Advisory Board Member.

Read Predictability in Times of Uncertainty by Scott Cahill


Check the background of this investment professional on FINRA’s BrokerCheck.
G. Scott Cahill is affiliated with Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.


Scott and Joanie Cahill

Committed to his faith, family, and community, Scott Cahill is a servant leader, sharing his time and talents in many ways, including these exceptional programs:

[one_third]Luis Palau Assoc. Scott Cahill of Fulcrum Partners[/one_third]
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Luis Palau Association

Scott and his family have been active participants and financial supporters of the Luis Palau Association as sponsors of the city-serving evangelical outreach in the U.S. and around the world. You can read more about the Cahill’s commitment to the Luis Palau Association here:  Creating Meaningful Change, Scott Cahill and What Does it Take to Change a City?[/two_third_last]


Rock Orlando Inc

Rock Orlando, Inc.

Scott and his wife Joanie have played an active part in the start-up of the inner city church, Rock Orlando, Inc. This ministry serves the youth in Orange County Florida through Saturday afternoon events and worship.


[one_third]National Christian Foundation[/one_third]
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National Christian Foundation/ Orlando

Scott is an Advisory Board Member for the National Christian Foundation/Orlando, as he loves to see the community in which he grew up become a generous giving place to live.[/two_third_last]


Palm Beach Atlantic Univ. Trustee Scott Cahill

Palm Beach Atlantic University

Palm Beach Atlantic University (West Palm Beach, FL) is an interdenominational faith-based university offering  liberal arts and selected professional studies while emphasizing character formation and a Christian worldview. Scott is a Member of the Board of Trustees. Describing his commitment, Scott says:

One of the many reasons I love Palm Beach Atlantic University is that they have chosen to build relationships through student service on mission trips rather than through the more traditional college Greek system.”


 

Contact Scott Cahill

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O: 407.841.2480 C: 407.341.2480.

V Card for Scott Cahill

VCard for Scott Cahill.

Email Scott Cahill of Fulcrum Partners: scott.cahill@fulcrumpartnersllc.com.
Connect with Scott Cahill on LinkedIn: linkedin.com/in/scottcahillfulcrumpartners

More places to find news about Fulcrum Partners Newport Beach and Fulcrum Partners nationwide

You can download photos for the Fulcrum Partners team and more information about Fulcrum Partners Executive Benefits Consultancy here: Authorized Image and Document Download

Scott Cahill is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron Oh 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Registrations//​Licenses//​Certifications
Publications and Presentations
Attended, presented, and spoken to peer professionals in Compensation Consulting, Law, Accounting, and Insurance
Expertise
  • Creative efficiency: Scott is always looking for financial solutions to the benefits challenges his clients face, anticipating outcomes, and recommending adjustments
  • All aspects of 409A Nonqualified Deferred Compensation Plans