Scott Lord Email & Phone Number
Senior Vice President @ Wealth Enhancement Group
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Scott Lord Location
- Cary, NC, US
Scott Lord Work
- Senior Vice President @ (July 2026 - Present)
- Managing Partner @ Madison Oaks Wealth Partners (May 2017 - July 2026)
- Managing Director and CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner @ (December 2010 - May 2017)
- Investment Adviser Representative @ New England Financial (August 2009 - December 2010)
- Director Sales and Trading @ The Benchmark Company (July 2008 - August 2009)
- Senior Vice President Equity Trading @ Oppenheimer & Co. (September 1994 - June 2008)
Scott Lord Education
- Duke University
Office of Continuing Studies (Executive Certificate in Financial Planning)
2011-2012 - Hofstra University
MBA (Finance)
1995-1997 - University of Scranton
BS (Accounting)
1990-1994
Scott Lord Summary
- Scott Lord, based in Cary, NC, US, is currently a Senior Vice President at Wealth Enhancement. Scott Lord brings experience from previous roles at Madison Oaks Wealth Partners, Principal Financial Group, New England Financial and The Benchmark Company. Scott Lord holds a 2011 - 2012 Office of Continuing Studies in Executive Certificate in Financial Planning @ Duke University. Scott Lord has 2 emails and 1 mobile phone numbers on RocketReach.
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