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Kira Scott, Cfp® Email & Phone Number

Private Wealth Manager at Creative Planning LLC at Creative Planning
Location: Austin, Texas Metropolitan Area, United States 12 work roles 2 schools
1 work email found @mlrpc.com 2 phones found area 512 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@mlrpc.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Private Wealth Manager at Creative Planning LLC
Location
Austin, Texas Metropolitan Area, United States

Who is Kira Scott, Cfp®? Overview

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Quick answer

Kira Scott, Cfp® is listed as Private Wealth Manager at Creative Planning LLC at Creative Planning, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at mlrpc.com, phone signal with area code 512, and a matched LinkedIn profile for Kira Scott, Cfp®.

Kira Scott, Cfp® previously worked as Private Wealth Manager at Creative Planning and Wealth Management Service Advisor at Maxwell Locke & Ritter Llp. Kira Scott, Cfp® holds B.A., Economics from Rice University.

Company email context

Email format at Creative Planning

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*@mlrpc.com
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AeroLeads found 1 current-domain work email signal for Kira Scott, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Kira Scott, Cfp®

Kira Scott, Cfp® is a Private Wealth Manager at Creative Planning LLC at Creative Planning. She possess expertise in management, business strategy, financial modeling, analysis, finance and 16 more skills. Colleagues describe her as "Kira is an outstanding individual and a first rate colleague who displays a commitment to exceptional client service at all times and above all else. A true team-player with a fantastic attitude, intelligence, absolute trustworthiness and unparalleled discipline, Kira puts all of her energy and focus into ensuring that client relationships are maintained and improved, and that client satisfaction is the number one priority at all times. Kira’s patience, manners and ability to see positives in even the most difficult situations consistently result in clients approaching her first for any and all concerns and inquiries, and create an atmosphere of trust and dependability that clients value highly. Indeed, Kira possesses all of the key attributes required in any client facing environment and her enthusiasm and optimism make her a pleasure to work with.", "Kira is a key and very valuable member of the Institutional Client Service team. I continue to be impressed with her can-do attitude, competence, team spirit, and client focus being her number one priority. Her energy, initiative, and enthusiasm in servicing clients and building excellent rapport and strong, lasting relationships are really impressive. Kira is incredibly responsive to clients, immediately providing input into inquiries and following up regularly on requests, ensuring that they are dealt with in the most effective and client-oriented manner. She always rises to the occasion no matter how difficult or challenging the task or relationship may be. She consistently keeps her poise and maintains a very pleasant attitude, fully delivering on the client servicing promise. Her courteous, polite and respectful manner makes her extremely approachable and understanding of investor concerns and questions. This is a true testament of her capabilities, maturity, and reliability. Kira is the consummate team-player, always quick to identify and reach out to stakeholders who will be able to enhance an existing or prospective relationship. Teamwork is a prime factor in her consistent ability to generate positive relationship outcomes. Kira conveys ideas clearly and articulately, and I trust her judgment and decision-making. She is extremely professional, and hard-working, and I feel very confident that our clients are in excellent hands with her care and support.", and "I have had the pleasure of working with Kira Scott for 2 years while she was an MBA student at the McCombs School of Business. Kira was a key member of my class, and was an integral part of the overall collaboration and communication within the program. Kira exhibited a wide range of skills while building a record of outstanding integrity and performance in teams and various projects we worked on. She was highly effective in groups, and she always impressed me with her dedication and hard working mentality. Her collaboration allowed us to achieve common goals. I sincerely recommend Kira Scott for challenging dynamic people oriented roles which play to her strengths. She has many skills; those I witnessed were teamwork, problem solving, analytical and critical analysis, adaptability and willingness to change, extensive communication skills as well as strategic management and project management skills."

Listed skills include Management, Business Strategy, Financial Modeling, Analysis, and 17 others.

Current workplace

Kira Scott, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Private Wealth Manager at Creative Planning LLC
AeroLeads page
12 roles

Kira Scott, Cfp® work experience

A career timeline built from the work history available for this profile.

Private Wealth Manager

Current

Overland Park, Kansas, US

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Apr 2024 - Present

Wealth Management Service Advisor

Austin, TX, US

  • Wealth Management Service Advisor for a registered investment advisor firm in Austin that provides wealth management services for a number of high net worth individuals, trusts, nonprofits and retirement plans, since.
  • Wealth Management
  • Retirement, Succession, Estate & Education Planning
  • Customized Portfolio Design & Implementation
  • Qualified Retirement Planning ‐ 401(k), etc. ML&R Wealth Management is affiliated with Maxwell Locke & Ritter LLP. Maxwell, Locke & Ritter is an accounting, tax and consulting firm that quite simply helps its people.
Jun 2023 - Apr 2024

Wealth Management Associate

Austin, TX, US

  • Wealth Management Associate for a registered investment advisor firm in Austin that provides wealth management services for a number of high net worth individuals, trusts, nonprofits and retirement plans, since.
  • Wealth Management
  • Retirement, Succession, Estate & Education Planning
  • Customized Portfolio Design & Implementation
  • Qualified Retirement Planning ‐ 401(k), etc. ML&R Wealth Management is affiliated with Maxwell Locke & Ritter LLP. Maxwell, Locke & Ritter is an accounting, tax and consulting firm that quite simply helps its people.
Feb 2020 - Jun 2023

Relationship Manager

Columbia Pacific Wealth Management
Jan 2019 - Dec 2019

Relationship Manager

Mission Hill Advisors
Oct 2018 - Dec 2018

Director Of Client Experience

Integrated Wealth Strategies
Jun 2016 - Jul 2018

Investor Relations Consultant

Round Rock, Texas, US

Jun 2007 - Dec 2008

Investor Relations Intern

Round Rock, Texas, US

May 2006 - May 2007

Investment Group Assistant

Los Angeles, CA, US

Nov 2002 - Jul 2005
2 education records

Kira Scott, Cfp® education

B.A., Economics

Rice University

Mba

Texas Mccombs School Of Business
FAQ

Frequently asked questions about Kira Scott, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kira Scott, Cfp® work for?

Kira Scott, Cfp® works for Creative Planning.

What is Kira Scott, Cfp®'s role at Creative Planning?

Kira Scott, Cfp® is listed as Private Wealth Manager at Creative Planning LLC at Creative Planning.

What is Kira Scott, Cfp®'s email address?

AeroLeads has found 1 work email signal at @mlrpc.com for Kira Scott, Cfp® at Creative Planning.

What is Kira Scott, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 512 for Kira Scott, Cfp® at Creative Planning.

Where is Kira Scott, Cfp® based?

Kira Scott, Cfp® is based in Austin, Texas Metropolitan Area, United States while working with Creative Planning.

What companies has Kira Scott, Cfp® worked for?

Kira Scott, Cfp® has worked for Creative Planning, Maxwell Locke & Ritter Llp, Columbia Pacific Wealth Management, Mission Hill Advisors, and Integrated Wealth Strategies.

How can I contact Kira Scott, Cfp®?

You can use AeroLeads to view verified contact signals for Kira Scott, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Kira Scott, Cfp® attend?

Kira Scott, Cfp® holds B.A., Economics from Rice University.

What skills is Kira Scott, Cfp® known for?

Kira Scott, Cfp® is listed with skills including Management, Business Strategy, Financial Modeling, Analysis, Finance, Project Management, Mutual Funds, and Pmp.

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