About Us

When it comes to financial matters, people are often anxious.  They don't necessarily measure their success by comparing their investment returns to a market index.  Rather, they simply want to know whether they'll be all right.  In other words, will they really be able to retire as planned without worrying about running out of money someday?  Or will they be able to leave their loved ones a meaningful legacy?  Are they on track to reach their goals?These are the questions we help clients answer with greater confidence.  As experienced Financial Advisors, we provide guidance that includes your investments, but goes far beyond to encompass virtually every aspect of your financial life.  Scott McLeod is a Certified Financial Planner (CFP) and a Morgan Stanley-credentialed Portfolio Manager whose father founded the team more than 50 years ago.  Luke Brownd is a Financial Planning Specialist who believes that a comprehensive planning is essential for helping clients ensure that their hard work and legacy can be protected.  Luke is also a Chartered Retirement Plan Specialist (CRPS) with considerable experience helping growing businesses attract and retain talented employees with 401(k) and other retirement plans.  Together, we can help reduce your financial anxiety and set you on a clearer path toward the goals most important to you and your family.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • 401(k) Rollovers
  • Estate Planning Strategies3
  • Business Succession Planning4
  • Defined Contribution Plans5
  • Endowments and Foundations6
  • Financial Planning7
  • Lending Products
  • Life Insurance8
  • Long Term Care Insurance9
  • Sustainable Investing10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

425 W Capitol Ave
Ste 3650
Little Rock, AR 72201
US
Direct:
(501) 377-3345(501) 377-3345
Toll-Free:
(800) 755-3326(800) 755-3326

Meet The McLeod Group

About Me

A veteran of the financial services industry since 1997, Scott offers financial planning, retirement and estate planning strategies, investment advice, insurance and access to lending services to a select group of individuals.  Scott has earned the title of Senior Vice President and he is a member of Morgan Stanley's President's Club since 2001.  He has also earned several professional designations including Wealth Advisor, CERTIFIED FINANIAL PLANNER PRACTITIONER and is listed on the Barron's List of Top 1000 Financial Advisors.  Given his extensive education and experience working with both businesses and individuals, he offers clients a combination of knowledge, dedication and service.  Scott graduated from Southern Methodist University with a Bachelor's Degree in Economics and a minor in Business. 

Scott grew up in Little Rock, Arkansas and spent seventeen years in Dallas, Texas before moving back home in 1997 to work with his father, George McLeod, Senior Vice President, who was a 40 year veteran in the investment business before retiring.  Scott is a member of the Rotary Club of Little Rock, The Financial Planners Association, and a past Board Member of The Metropolitan YMCA, The Centers for Youth and Families and CARTI.  When away from the office, Scott enjoys reading, golfing, and spending time with his two daughters, Maggie and Emily.
Securities Agent: TX, AR, WA, VT, VA, TN, SC, OH, NJ, NC, MS, MO, MN, MA, LA, KY, KS, GA, FL, CO, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1443745
AR Insurance License #: 1342357

About Me

Luke joined The McLeod Group at Morgan Stanley in 2013 after receiving a Bachelor's Degree in Finance from the University of Central Arkansas and spending three years working in the technology sector.  In his role as a financial advisor on the team, Luke works closely with individuals and families to develop custom investment portfolios that reflect their specific financial goals.  Luke listens carefully to the unique goals and circumstances, working diligently to craft a detailed financial plan that will enable the team to put together the most suitable investment portfolio for each individual. 


Luke lives in Conway with his wife, Natalie, and their two children, Vivienne and Hunter.  In his free time away from the office, Luke stays active spending time with his family and friends, hunting, and golfing.
Securities Agent: TX, AR, WA, VT, VA, TN, SC, OH, NJ, NC, MS, MO, MN, MA, LA, KY, KS, IN, GA, FL, CT, CO, AL; General Securities Representative; Investment Advisor Representative
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Ready to start a conversation? Contact The McLeod Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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