Scott Karl Email & Phone Number
Senior Wealth Manager @ Silverleaf Wealth Management
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Scott Karl Location
- Mooresville, NC, US
Scott Karl Work
- Senior Wealth Manager @ (June 2024 - Present)
- Wealth Manager @ (May 2018 - July 2024)
- Registered Investment Advisor @ TCFG Investment Advisors (March 2017 - May 2018)
- Partner @ (September 2015 - March 2017)
- Regional Vice President, Wealth Manager, Lucia Capital Group @ (September 2011 - September 2015)
- Co-founder @ Spotlight Sports (October 2009 - September 2011)
- Owner @ Major League Lessons (October 2008 - September 2011)
- Senior Member @ Topline Capital, LLC (October 2007 - December 2008)
- Account Executive @ Lehman Brothers (April 2006 - October 2007)
- Account Executive @ (February 2005 - April 2006)
- Pitcher @ (April 1995 - July 2001)
Scott Karl Education
- University of Hawai‘i - Shidler College of Business
(Accounting)
1989-1992
Scott Karl Skills
- Investments
- Asset Management
- Portfolio Management
- Strategic Planning
- Financial Analysis
- Wealth Management
- Business Development
- Risk Management
- Due Diligence
- New Business Development
- Trading
- Asset Managment
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Preservation
- Wealth Transfer
- Financial Planning
- Financial Services
- Financial Modeling
- Life Insurance
- Second To Die Insurance
- Key Man Insurance
- Buy-Sell
- Buy-Sell Insurance
- Estate Planning
- Wealth Accumulation
- Fee Based Planning
- Retirement Planning
- Retirement Plan Consulting
- Retirement Income Strategies
- Retirement Savings
- Qualified Retirement Plans
- Retirement Solutions
- Baby Boomers
- Baby Boomers Retirement Planning
- Retirees
- Mutual Funds
- Alternative Investments
- Alternative Investment Strategies
- Indexed Annuities
- Variable Annuities
- Permanent Life Insurance
- Irrevocable Life Insurance Trusts
- Variable Life
- Private Placements
- Universal Life
- Survivorship
- Survivor Income
- Succession Planning
- Asset Protection
- Leadership
- Public Speaking
- Sales
- Buy Sell
- Mortgage Lending
- Negotiation
- Buy Sell Insurance
- Microsoft Office
- Project Management
- Coaching
- Loans
Scott Karl Summary
- Scott Karl, based in Mooresville, NC, US, is currently a Senior Wealth Manager at Silverleaf Wealth Management. Scott Karl brings experience from previous roles at Axxcess Wealth Management, TCFG Investment Advisors, Platinum Wealth Partners Inc and RJL Wealth Management, LLC. Scott Karl holds a 1989 - 1992 University of Hawai‘i - Shidler College of Business. With a robust skill set that includes Investments, Asset Management, Portfolio Management, Strategic Planning, Financial Analysis and more. Scott Karl has 1 emails and 2 mobile phone numbers on RocketReach.
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