Scott Key Email & Phone Number
Wealth Advisor @ United Capital Financial Advisors, LLC
5 free lookup(s).
Scott Key Location
- Houston, TX, US
Scott Key Work
- 2023 - now Wealth Advisor @
- 2020 - 2023 Wealth Manager @
- 2017 - 2019 Regional Business Consultant - External Wholesaler @
- 2016 - 2017 Financial Advisor @ Valic Financial Advisors, Inc.
- 2010 - 2016 Vice President Asset Management Sales @
- 2007 - 2009 Regional Vice President @ Allianz Life
- 2004 - 2007 Regional Vice President @ ICON Advisers
- 1997 - 2004 Financial Advisor @
Scott Key Education
- Wichita State University
Bachelor (Economics)
1998 - 2000
Scott Key Skills
- Investments
- Series 7
- Structured Products
- Asset Allocation
- Financial Services
- Series 66
- Separately Managed Accounts
- Series 63
- Presentation Skills
- Consultative Selling
- Relationship Building
- RIAs
- Fixed Income
- Mutual Funds
- Alternative Investments
- Wealth Management
- Investment Strategies
- Retirement Planning
- Securities
- Financial Advisory
- Portfolio Management
- Investment Advisory
- Asset Management
- Finance
- Trading
- Financial Planning
- Equities
- 401(k) Retirement Savings Plans
- Investment Management
- Fixed Annuities
- Bonds
- ETFs
- Sales
- Reg D
- Series 65
- Territory Management
- Institutional Investments
- Hedge Funds
- Team Building
- Microsoft Excel
- Separately Managed
- Accounting
- Training
- Project Management
- Strategy
- Marketing
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Scott Key Summary
- Scott Key, based in Houston, TX, US, is currently a Wealth Advisor at United Capital Financial Advisors, LLC. Scott Key brings experience from previous roles at Goldman Sachs, Flexible Plan Investments, Ltd., Valic Financial Advisors, Inc. and Advisors Asset Management, Inc.. Scott Key holds a 1998 - 2000 Bachelor in Economics @ Wichita State University. With a robust skill set that includes Investments, Series 7, Structured Products, Asset Allocation, Financial Services and more. Scott Key has 3 emails on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
Stephen Bauer
Managing Director - Head of Office
Spring, TX, US
David Pilaitis
Managing Director
West Deptford, NJ, US
Will Kelly
Managing Director
Lutherville-Timonium, MD, US
Terri Ward
Managing Director and Wealth Advisor
Nashville, TN, US
Frank Salb
Chief Investment Officer
Kansas City, MO, US
Cliff Porter
Managing Director
Charlotte, NC, US
Derek McCauley
Vice President, Head of Integration and Programs
Newport Beach, CA, US
Marie Campion
Chief People Officer
Saint Paul, MN, US
Konrad Brown
VP- Wealth Advisor
Florida, United States
Sonja Larimore
Chief Compliance Officer
La Mesa, CA, US
Craig Jaffe
Managing Director
Boca Raton, FL, US
Catherine Humbert
Managing Director
Seattle, WA, US
Ted Baker
Managing Director
Moline, IL, US
Charlie York
Managing Director
Washington, DC, US
Peter Vargas
Chief Executive Officer
New York, NY, US
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