Cindy Scott Email & Phone Number
Senior Regional Manager, Schwab Wealth Advisory @ Charles Schwab
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Cindy Scott Location
- Texas, United States
Cindy Scott Work
- 2025 -now Senior Regional Manager, Schwab Wealth Advisory @
- 2023 -2025 Senior Manager @
- 2019 -2023 Senior Financial Planner @
- 2019 -2019 Goals-Based Advice Advocate @
- 2019 -2019 Investment Counselor @
- 2017 -2018 Retirement Planning Consultant @
- 2017 -2017 Retirement Advisor @ ValuTeachers, Inc.
- 2016 -2017 Senior Vice President @
- 2012 -2016 Director, Wealth Management Academy @ 1st Global
- 2009 -2012 Learning and Development Manager @ 1st Global
- 1998 -2008 Manager, Premium Wealth Management Support @
- 1997 -1998 Personal Financial Advisor @
Cindy Scott Education
- The American College
Certified Financial Planner Designation (Financial Planning)
2003-2005 - Hendrix College
Bachelor of Arts (Economic and Business)
1993-1997 - College for Financial Planning
Chartered Retirement Planning Counselor (Investments and Securities)
2018 - The American College of Financial Services
CHARTERED FINANCIAL CONSULTANT (Financial Planning and Services)
2021
Cindy Scott Skills
- Engaging Public Speaker
- Instructor-led Training
- Leadership Development
- Financial Education
- Wealth Management
- Investments
- Financial Planning
- Asset Allocation
- Public Speaking
- Mutual Funds
- Finance
- Securities
- Retirement Planning
- Management
- Strategic Planning
- Certified Financial Planner
- Insurance
- Life Insurance
- Estate Planning
- Leadership
- Retirement Services
- Fiduciary
Cindy Scott Summary
- Cindy Scott, based in Texas, United States, is currently a Senior Regional Manager, Schwab Wealth Advisory at Charles Schwab. Cindy Scott brings experience from previous roles at Charles Schwab, JPMorgan Chase & Co. and Fisher Investments. Cindy Scott holds a 2003 - 2005 Certified Financial Planner Designation in Financial Planning @ The American College. With a robust skill set that includes Engaging Public Speaker, Instructor-led Training, Leadership Development, Financial Education, Wealth Management and more. Cindy Scott has 4 emails and 1 mobile phone numbers on RocketReach.
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