Scott Snider Email & Phone Number
Wealth Advisor @ Mercer Advisors
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Scott Snider Location
- Jacksonville, FL, US
Scott Snider Work
- 2023 - now Wealth Advisor @
- 2020 - 2023 Partner @ PARAGON Wealth Strategies, LLC
- 2016 - 2020 Founding Partner @
- 2015 - 2016 Financial Advisor @ Frank Wealth Management Group, Ltd.
- 2012 - 2015 Financial Advisor @
- 2009 - 2012 Assistant Branch Manager, Senior Banker, Registered Investment Representative @
- 2007 - 2009 Financial Advisor @
- 2005 - 2006 Intern @
Scott Snider Education
- Miami University
B.S. (Finance)
Scott Snider Skills
- Strategic Financial
- Estate Planning
- Strategic Planning
- Banking
- 401k
- Asset Management
- Defined Contribution
- Fiduciary Services
- Student Counseling
- Retirement Planning
- Wealth Management
- Cash Flow Management
- Debt Management
- Life Insurance
- Profit Sharing
- Strategic Financial Planning
- Financial Analysis
- Risk Management
- Long Term Care Insurance
- Financial Services
- Defined Benefit
- Investments
- Small Business Retirement Planning
- Student Loans
- Cash Balance
- Mutual Funds
- Securities
- Financial Education
- Financial Planning
- Public Speaking
- College Education Planning
- Independent Financial Advice
- Microsoft Excel
- Financial Advisory
- Credit
- ESOP
- Microsoft Office
- Finance
- Portfolio Management
Scott Snider Summary
- Scott Snider, based in Jacksonville, FL, US, is currently a Wealth Advisor at Mercer Advisors. Scott Snider brings experience from previous roles at PARAGON Wealth Strategies, LLC, Mellen Money Management LLC, Frank Wealth Management Group, Ltd. and The Huntington Investment Company. Scott Snider holds a B.S. in Finance @ Miami University. With a robust skill set that includes Strategic Financial, Estate Planning, Strategic Planning, Banking, 401k and more. Scott Snider has 2 emails and 2 mobile phone numbers on RocketReach.
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Annie Gottbehuet
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Paul Oliva
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David Levy
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Chris Blackmon
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Chris Walters
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Elizabeth Hioe
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Kim Lorenz
Chief Compliance Officer
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Abby S
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Gary Foodim
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