Scott Wilson's Location
Austin, TX, US
Scott Wilson's Work
- COO and Managing Director @ Kestra Private Wealth Services
- Director @ New York Fitness
- Complex Director @ Morgan Stanley
- Complex Director @ Merrill Lynch
- Financial Advisor @ Edward Jones
Scott Wilson's Education
- Rocky Mountain College
BS (Business Admin/Accounting)
Scott Wilson's Skills
- Entrepreneurship
- Wealth Management
- Series 7
- Asset Managment
- Investment Advisory
- Management
- Alternative Investments
- Asset Management
- Investments
- Retirement Planning
Scott Wilson's Summary
Scott Wilson, based in Austin, TX, US, is currently a COO and Managing Director at Kestra Private Wealth Services, bringing experience from previous roles at UBS Financial services, Morgan Stanley Smith Barney, Merrill Lynch and Edward Jones and Company. Scott Wilson holds a BS in Business Admin/Accounting @ Rocky Mountain College. With a robust skill set that includes Entrepreneurship, Wealth Management, Series 7, Asset Managment, Investment Advisory and more, Scott Wilson contributes valuable insights to the industry. Scott Wilson has 3 emails and 1 mobile phone number on RocketReach.
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