Scott Kirkpatrick Email & Phone Number
Vice President Wealth Management
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Scott Kirkpatrick Location
- Everett, WA, US
Scott Kirkpatrick Work
- Vice President Wealth Management @ UBS (April 2015 - Present)
- Vice President, Financial Advisor @ MERRILL LYNCH (January 2004 - April 2015)
Scott Kirkpatrick Education
- University of Washington
Economics (Economics)
1997-2001
Scott Kirkpatrick Skills
- Asset Allocation
- Entrepreneurship
- Equities
- FINRA Series 66 License
- FINRA Series 7 Lincense
- Finance
- Financial Services
- Fixed Income
- Investment Strategies
- Networking
- Portfolio Management
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Wealth Management
Scott Kirkpatrick Summary
- Scott Kirkpatrick, based in Everett, WA, US, is currently a Vice President Wealth Management at UBS. Scott Kirkpatrick brings experience from previous roles at MERRILL LYNCH. Scott Kirkpatrick holds a 1997 - 2001 Economics in Economics @ University of Washington. With a robust skill set that includes Asset Allocation, Entrepreneurship, Equities, FINRA Series 66 License, FINRA Series 7 Lincense and more.
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