Investor Services Advisor @ (January 2002 - January 2003)
Internal Sales Representative @ (January 1998 - January 2002)
Scott Conroy Education
Allegheny College
Bachelor of Science (B.S.) (Mathematics)
1994-1998
Scott Conroy Skills
Retirement Planning
Insurance
Financial Guidance
Education Funding
Asset Allocation
Financial Services
Wealth Preservation Strategies
Financial Advisory
Estate Planning Strategies
Wealth Management
Investment Advisory
Estate Planning
Customer Service
Strategic Planning
Marketing
Business Development
Scott Conroy Summary
Scott Conroy, based in Ponte Vedra Beach, FL, US, is currently a Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors. Scott Conroy brings experience from previous roles at Merrill Lynch and Federated Investors, Inc.. Scott Conroy holds a 1994 - 1998 Bachelor of Science (B.S.) in Mathematics @ Allegheny College. With a robust skill set that includes Retirement Planning, Insurance, Financial Guidance, Education Funding, Asset Allocation and more. Scott Conroy has 3 emails and 3 mobile phone numbers on RocketReach.
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