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
- Benefit Financial Services Group (BFSG) @ (January 2024 - Present)
- Director- Wealth Management Consultant @ Schwab Wealth Advisory, Inc. (January 2021 - Present)
- Wealth Management Consultant @ (February 2021 - Present)
- Managing Director - Planning and Portfolio Group @ (January 2018 - February 2021)
- Regional Manager @ (January 2016 - January 2018)
- Director, Retirement Investment Consulting @ (January 2015 - January 2016)
- Vice President - Senior Financial Consultant @ (January 2010 - January 2015)
- Senior Investment Analyst @ (January 2007 - January 2010)
- Portfolio Consultant @ (January 2000 - January 2007)
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
- Series 66
- Investment Strategies
- Separately Managed
- Leadership
- Fixed Income
- Strategy
- Wealth Management
- Relationship Management
- Equities
- Financial Services
- ETFs
- Securities
- Management
- Public Speaking
- Customer Service
- Separately Managed Accounts
- Consulting
- Services
- Portfolio Management
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.
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