Scot Davis Ii Email & Phone Number

Scot has been a key figure at Capitol Wealth Strategies (CWS) since its inception in June 2009. His versatile skill set spans all facets of the investment and insurance agency, encompassing bookkeeping, marketing, and new business operations.Throughout his career, Scot has been integral to the adaptation and implementation of new software and products, positively influencing the company's operations. These strategic enhancements include transitioning investment platforms, integrating modern accounting software, updating case management systems, and crafting a comprehensive business continuity and cybersecurity program.Under Scot's guidance, CWS has experienced consistent growth, extending its reach to multiple offices across Texas. He ensures the firm's Financial Representatives are well-equipped to navigate the ever-changing financial landscape and takes pride in keeping clients well-informed about CWS's suite of products and services.Scot's dedication to service excellence and client education remains a driving force behind CWS's ethos and contributes to the firm's steady progress. Scot's leadership is reinforced by his educational credentials, holding a Bachelor’s degree in Finance.On a personal note, Scot is a devoted husband and father of two daughters. His active lifestyle includes participation in Spartan races, local hiking, and golfing. This passion for activity extends into his professional life, adding a dynamic energy to his role at CWS.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Capitol Wealth Strategies, LLC is not an affiliate or subsidiary of Guardian./COMPLIANCE:2023-6169/

Listed skills include Strategic Financial Planning, Securities, Team Building, Operations, and 11 others.

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  Director Of Operations

  Capitol Wealth Strategies

  Jun 2009 - Present - Austin, Texas

  Founded in 2009, we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards. Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being. We offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is our state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to test a variety of financial strategies. We are an agency of The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, our firm is well equipped to work with you to build your future. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America 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

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  St. Edward'S University

  Finance