Marlon K. Scott, Crpc® Email and Phone Number
Marlon K. Scott, Crpc® work email
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Marlon K. Scott, Crpc® personal email
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Marlon K. Scott, Crpc® phone numbers
I understand wealth management and have over three decades of experience in the financial services industry. I serve as Executive Vice President & Wealth Management Advisor for Wealth Standard Financial. As a Chartered Retirement Planning Counselor (CRPC), I am passionate about ensuring that my clients are not only educated about what it will take for them to retire, but how to reduce their tax exposure by de-emphasizing the traditional 401k/IRA tax-deferred model for a model that seeks tax-free income in retirement.Another area I'm passionate about is the financial literacy of professional women. Over the years, I have seen the dual impact of how the gender gap, combined with a shortened tenure in the workforce, has negatively impacted female investors and their families.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Wealth Standard Financial
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Regional Vice President/Senior Wealth AdvisorWealth Standard Financial Sep 2018 - PresentHouston, Texas, UsWealth Standard Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.(713) 263-3739 -
Executive Vice PresidentWealth Standard Financial Aug 2018 - Sep 2018Houston, Texas, Us -
Financial Advisor/Associate VpAmeriprise Financial Services, Inc. Sep 2012 - Aug 2018Minneapolis, Mn, UsI am passionate about working with clients to help them meet their financial needs and plan for the future. I look at their entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to answers. Areas of focus: Women's Financial Strategies, Retirement Planning and Retirement Income Strategies. -
Financial AdvisorMerrill Lynch Dec 2006 - Aug 2012New York, Ny, Us -
Financial AdvisorUbs Wealth Management Jul 2005 - Dec 2006Zurich, Ch -
Regional Sales DirectorEvent411 1999 - 2001
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Sales RepLacerte Software 1992 - 1999
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Tax AccountantRalph C. Johnson & Company Nov 1988 - May 1992
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Tax AccountantKpmg Sep 1986 - Oct 1988
Marlon K. Scott, Crpc® Skills
Marlon K. Scott, Crpc® Education Details
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University Of North TexasAccounting
Frequently Asked Questions about Marlon K. Scott, Crpc®
What company does Marlon K. Scott, Crpc® work for?
Marlon K. Scott, Crpc® works for Wealth Standard Financial
What is Marlon K. Scott, Crpc®'s role at the current company?
Marlon K. Scott, Crpc®'s current role is Regional Vice President/Sr. Wealth Advisor, Wealth Standard Financial | Wealth Management | Female Financial Literacy Advocate | Life Insurance | Financial Planning | 401k | Tax Planning | IRA.
What is Marlon K. Scott, Crpc®'s email address?
Marlon K. Scott, Crpc®'s email address is ia****@****ive.com
What is Marlon K. Scott, Crpc®'s direct phone number?
Marlon K. Scott, Crpc®'s direct phone number is (800) 633*****
What schools did Marlon K. Scott, Crpc® attend?
Marlon K. Scott, Crpc® attended University Of North Texas.
What are some of Marlon K. Scott, Crpc®'s interests?
Marlon K. Scott, Crpc® has interest in Reading, Weight Training, Arts And Culture, Golfing.
What skills is Marlon K. Scott, Crpc® known for?
Marlon K. Scott, Crpc® has skills like Financial Services, Sugar, Education.
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