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) @
- 2021 -now Director- Wealth Management Consultant @ Schwab Wealth Advisory, Inc.
- 2021 -now Wealth Management Consultant @
- 2018 -2021 Managing Director - Planning and Portfolio Group @
- 2016 -2018 Regional Manager @
- 2015 -2016 Director, Retirement Investment Consulting @
- 2010 -2015 Vice President - Senior Financial Consultant @
- 2007 -2010 Senior Investment Analyst @
- 2000 -2007 Portfolio Consultant @
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 on RocketReach.
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