Scott Sargent Email & Phone Number

Managing Director - Investments @ Wells Fargo Advisors

5 free lookup(s).

Scott Sargent Location

California, United States

Scott Sargent Work

2010 - now Managing Director - Investments @ Wells Fargo Advisors
View Department
1994 - 2010 Vice President @ Morgan Stanley

Scott Sargent Education

University of California, Los Angeles
BA (Economics)
1984 - 1989
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
Chartered Mutual Fund Counselor®

Scott Sargent Skills

Investment Strategies
Retirement Planning
Mutual Funds

High Net Worth Individuals
401k Rollovers
College Savings Plans
Risk Management
Due Diligence
Multigenerational Wealth Planning
Tax-Efficient Strategies

see less

Scott Sargent Summary

Scott Sargent, based in California, United States, is currently a Managing Director - Investments at Wells Fargo Advisors. Scott Sargent brings experience from previous roles at Morgan Stanley. Scott Sargent holds a 1984 - 1989 BA in Economics @ University of California, Los Angeles. With a robust skill set that includes Investment Strategies, Retirement Planning, Mutual Funds, High Net Worth Individuals, 401k Rollovers and more. Scott Sargent has 2 emails and 2 mobile phone numbers on RocketReach.

Scott Sargent Emails

Found 2 emails

Scott Sargent Phone Numbers

Found 3 phone numbers

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Scott Sargent

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