Paul Robertson, III

Paul joined SCS Financial as part of its acquisition of Edge Capital in 2025 and is a Managing Director in the Private Client Group. Prior to joining SCS, he was a Partner at Edge Capital. Paul works directly with private clients, foundations, and endowments. He is passionate about helping families leave a legacy through philanthropy and assisting non-profit institutions in striving to achieve their mission. Paul is engaged with our Community Engagement Team and helped to develop our community financial literacy program.

Paul earned a Bachelor of Arts degree in Economics and Business Administration from Furman University and a Master of Business Administration from the Goizueta Business School at Emory University. He has been a featured speaker at conferences of the Government Financial Officers Association (GFOA), Southeastern Council of Foundations (SECF), National Association of College and University Business Officers (NACUBO), National Association of State Treasurers (NAST), and Tax-Exempt Association (TEA). Paul is an Eagle Scout.

Paul is active with a number of nonprofit organizations including Furman University, Mercer University Law School Foundation, Wesleyan School, Canterbury Court, The Children’s Museum of Atlanta, and Dunwoody United Methodist Church.

When he is not spending time with his family (wife Frances, daughters Sally and Caroline, and golden retriever Bailey) or volunteering, Paul enjoys playing tennis, golf, as well as hiking, snow skiing, and being outdoors.