Scott O'Brien Email & Phone Number
Director of Wealth Management, Partner @ WorthPointe
5 free lookup(s).
Scott O'Brien Location
- Austin, TX, US
Scott O'Brien Work
- 2012 - now Director of Wealth Management, Partner @
- 2009 - 2012 Wealth Manager @
Scott O'Brien Education
- University of Maine
Bachelor of Science (Business Administration)
1978 - 1981 - Certified Financial Planner® 1987null
Scott O'Brien Skills
- Mutual Funds
- Financial Planners
- Retirement Plan Consulting
- Investments
- Strategic Financial Planning
- 401k
- Financial Services
- Wealth
- Income Protection
- Investment Strategies
- Retirement
- Financial Advisory
- Investment Management
- Asset Allocation
- Wealth Management Services
- Wealth Management
- Wealth Accumulation
- Investment Advisory
- Finance
- Estate Planning
- High Net Worth Individuals
- Certified Financial Planner
- Retirement Planning
- IRAs
- Portfolio Management
- Securities
- Asset Managment
Scott O'Brien Summary
- Scott O'Brien, based in Austin, TX, US, is currently a Director of Wealth Management, Partner at WorthPointe Wealth Management. Scott O'Brien brings experience from previous roles at Creative Planning Inc.. Scott O'Brien holds a 1978 - 1981 Bachelor of Science in Business Administration @ University of Maine. With a robust skill set that includes Mutual Funds, Financial Planners, Retirement Plan Consulting, Investments, Strategic Financial Planning and more. Scott O'Brien has 3 emails and 5 mobile phone numbers on RocketReach.
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Top WorthPointe Employees
Charles Stanley
Partner | Wealth Manager
Edmond, OK, US
Scott O'Brien
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Austin, TX, US
Anthony Ferreira
Partner, Wealth Manger
San Diego, CA, US
Ben Widders
Wealth Manager
California, United States
Morgan Smith
Wealth Management Professional
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Janet Tarasiewicz
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Brooks Morgan
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John Chapman
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Doug Bolles
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Christopher van Slyke
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