Shawn Scott Email & Phone Number
Senior Vice President - Financial Advisor @ Wealth Enhancement Group
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Shawn Scott Location
- Cincinnati, OH, US
Shawn Scott Work
- Senior Vice President - Financial Advisor @ (January 2024 - Present)
- Wealth Management Advisor @ (August 2012 - January 2024)
- Financial Advisor @ The Walt Lunsford Financial Group of Raymond James & Associates, Inc. (December 2010 - August 2012)
- Independent Advisor @ The Financial Legacy Group (March 2009 - January 2011)
- Retirement Plan Sales @ Unifi Companies (February 2005 - April 2009)
- Compliance Manager @ PENCO, Inc (October 1998 - February 2005)
Shawn Scott Education
- Thomas More University
Bachelor (Finance)
Shawn Scott Skills
- Mutual Funds
- Retirement Planning
- Fixed Annuities
- Defined Benefit
- Pensions
- Investments
- Retirement
- Wealth Management
- 401k
- Retirement Plan Consulting
- Investment Management
- Investment Advisory
- Qualified Retirement Plans
- Cash Balance
- Risk Management
- Microsoft Office
- Customer Service
- Strategic Planning
- Portfolio Management
- Sales
Shawn Scott Summary
- Shawn Scott, based in Cincinnati, OH, US, is currently a Senior Vice President - Financial Advisor at Wealth Enhancement Group. Shawn Scott brings experience from previous roles at Wealthquest, The Walt Lunsford Financial Group of Raymond James & Associates, Inc., The Financial Legacy Group and Unifi Companies. Shawn Scott holds a Bachelor in Finance @ Thomas More University. With a robust skill set that includes Mutual Funds, Retirement Planning, Fixed Annuities, Defined Benefit, Pensions and more. Shawn Scott has 1 emails and 2 mobile phone numbers on RocketReach.
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