Scott Sargent Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Scott Sargent Location
- California, United States
Scott Sargent Work
- 2010 -now Managing Director - Investments @
- 1994 -2010 Vice President @
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
- Securities
- Marketing
- Tax Efficient Strategies
- Business Development
- 401k Planning
- Finance
- Customer Service
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.
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