Scot Karr Email and Phone Number
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Scot spent 25 years in the financial services industry. After interning the summer of 1981 at Solomon Brothers, a young ex-partner, Michael Bloomberg, convinced him to go to Merrill Lynch. Scot spent 5 years at Merrill trading short-term fixed income and moved to Goldman Sachs in 1987 where he spent 20 years. At Goldman, Scot was responsible for client coverage and trading in the commercial paper markets, US treasuries and Government agencies. Strong client relationships and client service are at the cornerstone of everything Goldman does and Scot has continued to follow that philosophy as he builds his current business at RHB. Scot has built a successful network of friends and business associates who have engaged him in their own financial planning and have been eager to refer him to their colleagues and friends. A two time 1st runner up as Guardian’s New Agent of the Year, he was an Executive Club qualifier in his first year in the business and a Presidents Council producer in year 2. He has been a perennial qualifier for Leaders Club as well as numerous Executive Club qualifications. Scot has been recognized perennially as a Five Star Wealth Manager for Westchester County, New York.Scot is active in the alumni associations of the schools he attended.He holds a BA 1980 from Colgate University where he played tennis and a MBA 1982 from Duke University Fuqua School of Business.An avid golfer and tennis player, Scot and his wife of 31 years Patricia reside in Armonk, New York. Their oldest son Drew graduated from Vanderbilt University in May, 2012 and currently works in Denver for Deloitte Consulting. Their son Justin graduated from Richmond University in 2014 where he was a member of the men’s soccer team. Justin currently works for Fremont Macanta private equity in New York City.Education and Training:Merrill Lynch – Bond Trader, 1982-1987/COMPLIANCE:2024-719/
Strategies For Wealth
View- Website:
- strategiesforwealth.com
- Employees:
- 324
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Financial RepresentativeStrategies For WealthNew York, Ny, Us
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Financial AdvisorPark Avenue Securities Jul 2007 - Present
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Financial RepresentativeStrategies For Wealth Jun 2007 - PresentNew York, Ny, UsRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License #0H10887Interest Golf, Tennis
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Vice President, Ficc TradingGoldman Sachs Mar 1987 - Jun 2007New York, New York, Us -
Vice President, TradingMerrill Lynch May 1982 - Mar 1987New York, Ny, Us
Scot Karr Skills
Scot Karr Education Details
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Duke University - The Fuqua School Of BusinessFinance -
Colgate UniversityPolitical Science; Economics
Frequently Asked Questions about Scot Karr
What company does Scot Karr work for?
Scot Karr works for Strategies For Wealth
What is Scot Karr's role at the current company?
Scot Karr's current role is Financial Representative.
What is Scot Karr's email address?
Scot Karr's email address is sc****@****lth.com
What is Scot Karr's direct phone number?
Scot Karr's direct phone number is +191453*****
What schools did Scot Karr attend?
Scot Karr attended Duke University - The Fuqua School Of Business, Colgate University.
What are some of Scot Karr's interests?
Scot Karr has interest in Tennis, Golfing.
What skills is Scot Karr known for?
Scot Karr has skills like Capital Markets, Equities, Financial Services, Bloomberg, Fixed Income, Finance, Wealth Management, Options, Private Equity, Investment Banking, Financial Modeling, Estate Planning.
Who are Scot Karr's colleagues?
Scot Karr's colleagues are Nicholas Bosio, Tyler Friedman, Benjamin Del Mauro, Stacy Kaiser, Vanessa Pinto, Jeffrey M. Neeck, Heriberto Gonzalez.
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