Scott Shrader Email & Phone Number
President @ The Palm Event
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Scott Shrader Location
- Palm Beach Gardens, FL, US
Scott Shrader Work
- 2012 -now President, Wealth Advisor @
- 2016 -now President @
- 2024 -now Partner @
- 2002 -now Financial Advisor @
- 2007 -2012 Executive Vice President @ Florida Tax Store
- 2004 -2011 Independent Consultant @
- 2001 -2009 Franchisee @ Shrader Enterprises
- 2003 -2003 Business Development Specialst @
- 1998 -2003 Senior Mortgage Loan Consultant @
Scott Shrader Education
- New York University
CFP® Certification Program
2011-2012 - Penn State University
Bachelor's Degree (Finance and International Business)
1993-1997 - Universidad de Costa Rica UCR
Bachelor's Degree (International Business)
1997-1997
Scott Shrader Skills
- Event Production
- Corporate Events
- Special Events
- Event Marketing
- Wealth Management
- Independent Financial Advice
- Strategic Financial Planning
- Tax
- Tax Preparation
- Personal Tax Planning
- Retirement Planning
- Investments
- Financial Analysis
- Small Business
- Retirement
- Financial Services
- Accounting
- Insurance
- Portfolio Management
- Finance
- Real Estate
- Business Planning
- Tax Accounting
- Wealth Accumulation Strategies
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Variable Annuities
- Equity Indexed Annuities
- Certified Financial Planner
- IRS Enrolled Agent
- College Savings Plans
- Mutual Funds
- ETFs
- Stocks
- Bonds
- Stock Market
- IRAs
- Roth IRA
- 401k
- Rollovers
- Investment Advisory
- Investment Strategies
- Social Security
- Medicare
- Medicare Prescription Drug Plans
- Medicare Advantage
- Obamacare
- Affordable Care Act
- Health Insurance
- Financial Planners
- Financial Advisory
- Certified Financial
- Medicare Prescription
- Wealth Accumulation
- Licensed Life and Health Insurance Agent
- Independent Financial
- Strategic Financial
- Licensed Life and Health
- Series 7
Scott Shrader Summary
- Scott Shrader, based in Palm Beach Gardens, FL, US, is currently a President at The Palm Event. Scott Shrader brings experience from previous roles at Vault Wealth Management, The Napa Event, Avantax Wealth Management℠ and Florida Tax Store. Scott Shrader holds a 2011 - 2012 CFP® Certification Program @ New York University. With a robust skill set that includes Event Production, Corporate Events, Special Events, Event Marketing, Wealth Management and more. Scott Shrader has 4 emails and 1 mobile phone numbers on RocketReach.
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