Marlon K. Scott, Crpc®
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Marlon K. Scott, Crpc® Email & Phone Number

Regional Vice President/Sr. Wealth Advisor, Wealth Standard Financial | Wealth Management | Female Financial Literacy Advocate | Life Insurance | Financial Planning | 401k | Tax Planning | IRA at Wealth Standard Financial
Location: Houston, Texas, United States 9 work roles 1 school
1 work email found @ampf.com 1 phone found area 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@ampf.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wealth Standard Financial
Role
Regional Vice President/Sr. Wealth Advisor, Wealth Standard Financial | Wealth Management | Female Financial Literacy Advocate | Life Insurance | Financial Planning | 401k | Tax Planning | IRA
Location
Houston, Texas, United States

Who is Marlon K. Scott, Crpc®? Overview

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Marlon K. Scott, Crpc® is listed as Regional Vice President/Sr. Wealth Advisor, Wealth Standard Financial | Wealth Management | Female Financial Literacy Advocate | Life Insurance | Financial Planning | 401k | Tax Planning | IRA at Wealth Standard Financial, based in Houston, Texas, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 800, and a matched LinkedIn profile for Marlon K. Scott, Crpc®.

Marlon K. Scott, Crpc® previously worked as Regional Vice President/Senior Wealth Advisor at Wealth Standard Financial and Executive Vice President at Wealth Standard Financial. Marlon K. Scott, Crpc® holds Bachelor Of Science (Bs), Accounting from University Of North Texas.

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Email format at Wealth Standard Financial

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*@ampf.com
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Profile bio

About Marlon K. Scott, Crpc®

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.

Listed skills include Financial Services, Sugar, and Education.

Current workplace

Marlon K. Scott, Crpc®'s current company

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Wealth Standard Financial
Wealth Standard Financial
Regional Vice President/Sr. Wealth Advisor, Wealth Standard Financial | Wealth Management | Female Financial Literacy Advocate | Life Insurance | Financial Planning | 401k | Tax Planning | IRA
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9 roles · 35 years

Marlon K. Scott, Crpc® work experience

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

Regional Vice President/Senior Wealth Advisor

Current
Wealth Standard Financial

Houston, Texas, Us

Wealth 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

Sep 2018 - Present

Financial Advisor/Associate Vp

Ameriprise Financial Services, Inc.

Minneapolis, Mn, Us

I 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.

Sep 2012 - Aug 2018

Financial Advisor

Merrill Lynch

New York, Ny, Us

Dec 2006 - Aug 2012

Regional Sales Director

Event411
1999 - 2001 ~2 yrs

Sales Rep

Lacerte Software
1992 - 1999 ~7 yrs

Tax Accountant

Ralph C. Johnson & Company
Nov 1988 - May 1992

Tax Accountant

Kpmg
Sep 1986 - Oct 1988
1 education record

Marlon K. Scott, Crpc® education

  • University Of North Texas
    University Of North Texas
    Accounting
FAQ

Frequently asked questions about Marlon K. Scott, Crpc®

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

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 Wealth Standard Financial?

Marlon K. Scott, Crpc® is listed as Regional Vice President/Sr. Wealth Advisor, Wealth Standard Financial | Wealth Management | Female Financial Literacy Advocate | Life Insurance | Financial Planning | 401k | Tax Planning | IRA at Wealth Standard Financial.

What is Marlon K. Scott, Crpc®'s email address?

AeroLeads has found 1 work email signal at @ampf.com for Marlon K. Scott, Crpc® at Wealth Standard Financial.

What is Marlon K. Scott, Crpc®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Marlon K. Scott, Crpc® at Wealth Standard Financial.

Where is Marlon K. Scott, Crpc® based?

Marlon K. Scott, Crpc® is based in Houston, Texas, United States while working with Wealth Standard Financial.

What companies has Marlon K. Scott, Crpc® worked for?

Marlon K. Scott, Crpc® has worked for Wealth Standard Financial, Ameriprise Financial Services, Inc., Merrill Lynch, Ubs Wealth Management, and Event411.

How can I contact Marlon K. Scott, Crpc®?

You can use AeroLeads to view verified contact signals for Marlon K. Scott, Crpc® at Wealth Standard Financial, including work email, phone, and LinkedIn data when available.

What schools did Marlon K. Scott, Crpc® attend?

Marlon K. Scott, Crpc® holds Bachelor Of Science (Bs), Accounting from University Of North Texas.

What skills is Marlon K. Scott, Crpc® known for?

Marlon K. Scott, Crpc® is listed with skills including Financial Services, Sugar, and Education.

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