Scott Sollars Email & Phone Number

Benefit Financial Services Group (BFSG) @ Benefit Financial Services Group (BFSG)

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Scott Sollars Location

Phoenix, AZ, US

Scott Sollars Work

2024 - now Benefit Financial Services Group (BFSG) @ Benefit Financial Services Group (BFSG)
2021 - now Director- Wealth Management Consultant @ Schwab Wealth Advisory, Inc.
2021 - now Wealth Management Consultant @ Schwab Private Client Investment Advisory, Inc.
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2018 - 2021 Managing Director - Planning and Portfolio Group @ Charles Schwab
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2016 - 2018 Regional Manager @ Charles Schwab
2015 - 2016 Director, Retirement Investment Consulting @ Charles Schwab
2010 - 2015 Vice President - Senior Financial Consultant @ Charles Schwab
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2007 - 2010 Senior Investment Analyst @ Charles Schwab
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2000 - 2007 Portfolio Consultant @ Charles Schwab
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Scott Sollars Education

University of Indianapolis
1986 - 1991

Scott Sollars Skills

Mutual Funds
Series 7
Investment Advisory

Series 65
ERISA
Certified Financial Planner
Series 24
Investment Management
Certified Financial
Wealth Management Services

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Scott Sollars Summary

Scott Sollars, based in Phoenix, AZ, US, is currently a Benefit Financial Services Group (BFSG) at Benefit Financial Services Group (BFSG). Scott Sollars brings experience from previous roles at Schwab Wealth Advisory, Inc., Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Scott Sollars holds a 1986 - 1991 University of Indianapolis. With a robust skill set that includes Mutual Funds, Series 7, Investment Advisory, Series 65, ERISA and more. Scott Sollars has 3 emails and 1 mobile phone numbers on RocketReach.

Scott Sollars Emails

Found 3 emails

Scott Sollars Phone Numbers

Found 2 phone numbers

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