Scott Sayre Email & Phone Number
Advanced Wealth Strategist, Partner @ EP Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Scott Sayre Location
- Salt Lake City, UT, US
Scott Sayre Work
- Advanced Wealth Strategist, Partner @ (January 2024 - Present)
- Financial Planning Manager @ (October 2020 - December 2023)
- Instructor @ Kaplan University (January 2014 - Present)
- Instructor @ Kaplan University (January 2014 - January 2015)
- Director of Planning @ (October 2004 - October 2020)
- Vice President and Founding Partner @ Family Wealth Advisors (February 2002 - September 2004)
- Vice President @ Progressive Planning, Inc. (February 1989 - February 2002)
Scott Sayre Education
- College for Financial Planning
Master's degree (Financial Planning and Services)
1998-1999 - College for Financial Planning
CFP Professional Education Program
1990-1991 - Brigham Young University
Bachelor (Finance)
1981-1985 - The American College of Financial Services
Chartered Advisor in Philanthropy (Charitable Giving Strategies)
2023 - The American College of Financial Services
Chartered Special Needs Consultant (Special Needs Services)
2022
Scott Sayre Skills
- Asset Allocation
- Business Strategy
- Estate Planning
- Financial Advisory
- Financial Planners
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Process Improvement
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Tax
- Wealth Management
- Sales
- Public Speaking
- Microsoft Excel
- Strategic Financial
- Business Development
Scott Sayre Summary
- Scott Sayre, based in Salt Lake City, UT, US, is currently a Advanced Wealth Strategist, Partner at EP Wealth Advisors. Scott Sayre brings experience from previous roles at EP Wealth Advisors, Kaplan University and The Insight Group, Inc.. Scott Sayre holds a 1998 - 1999 Master's degree in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Asset Allocation, Business Strategy, Estate Planning, Financial Advisory, Financial Planners and more. Scott Sayre has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Scott Sayre?
Find contact details for 700 million professionals.
Others Named Scott Sayre
Scott Sayre
Community Organizer
Corning, NY, US
Scott Sayre
Manager, Product Support
New York, NY, US
Scott Sayre
President
Cincinnati, OH, US
Scott Sayre
Commercial Sales Representative
Belle Plaine, IA, US
Scott Sayre
Consultant - Legal
Phoenix, AZ, US
Scott Sayre
Director Of Operations
Cape Coral, FL, US
Scott Sayre
Owner
Portland, OR, US
Scott Sayre
Operations Manager
Cape Coral, FL, US
Scott Sayre
Product Support Manager
Carpentersville, IL, US
Scott Sayre
Branch Manager Bend
Bend, OR, US
Top EP Wealth Advisors Employees
Elena Stebakov
Managing Director, Head of Product
Austin, TX, US
Patrick Donovan
Managing Director and Partner
Boston, MA, US
Bill Corcoran
Managing Director, Partner
Boston, MA, US
Kevin O'Reilly
Senior Vice President
Phoenix, AZ, US
Jorge Bernal
Chief Operating Officer
United States
Rick Bryan
Vice President, Advisor, Partner
Seattle, WA, US
Jeffrey Ingraham
Managing Director
Rochester, NY, US
Adam Phillips
Managing Director, Investments
Torrance, CA, US
Ryan Parker
Chairman and CEO
Salt Lake City, UT, US
Brian Parker
Managing Director
Hermosa Beach, CA, US
Jim Mocci
Managing Director, Head of Marketing
California, United States
Michael McGrath
Senior Vice President and Partner
California, United States
Derek Holman
Managing Director
Torrance, CA, US
Margaret Jarocki
Managing Director, Partnership Integration
Raleigh, NC, US
Justin Mikhalevsky
Chief Product and Technology Officer
United States
Kelly Shannon
Managing Director, Head of Talent Management
New York, NY, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
Mario Chilin
Chief Compliance Officer
Torrance, CA, US
Giorgina Nguyen
Vice President, Wealth Advisor
Torrance, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co