Scott Dye, Cfa, Cfp®, Cmfc® Email and Phone Number
I am passionate about educating and empowering clients and financial advisors to pursue their goals and live a fulfilling life.During my recent positions, I realized how much I missed working with individuals, families and businesses and am excited to be working in this capacity again.Send me a message and let me know how I can serve you.******************Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Office: (614) 300-3832
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Wealth AdvisorStark Financial Group, Inc.Columbus, Oh, Us -
Financial AdvisorLpl Financial Apr 2023 - PresentSpringfield, Illinois, Us -
Senior Vice President, CioBeratung Advisors Jan 2021 - Apr 2023Pittsburgh, Pennsylvania, Us -
Financial AdvisorWaddell & Reed Jan 2021 - Jul 2021Shawnee Mission, Ks, Us -
Vice President, Business Development OfficerCavanal Hill Distributors, Inc. - Cavanal Hill Funds, Cavanal Hill Investment Management Oct 2016 - Jan 2021
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Regional Vice PresidentIvy Funds Sep 2007 - May 2016Overland Park, Ks, UsAs a Regional Vice President of Ivy Funds, I lead through the growth and development ….. Some of my day-to-day activities include:Responsibilities:• Responsible for raising and retaining assets within a geographic territory by meeting with brokers and financial advisors to provide product information, share sales ideas, gather marketing data and offer sales support. • Incorporate sales methodology / interviewing skills to learn about representatives’ business and needs to suggest sales and marketing ideas. • Assist clientele with sales and marketing material, product analysis and problem resolution in a professional and timely manner • Endorse the firm and national account initiatives and focus to meet goals through campaigns• Perform competitive analysis within product line-ups and maintain knowledge of the mutual fund industry.• Create and tailor sales ideas and presentations based on advisor profile and needs.• Deliver product and value add presentations.
Scott Dye, Cfa, Cfp®, Cmfc® Skills
Scott Dye, Cfa, Cfp®, Cmfc® Education Details
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The Ohio State UniversityInternational Economics And Japanese -
The Ohio State UniversityEconomics And Japanese
Frequently Asked Questions about Scott Dye, Cfa, Cfp®, Cmfc®
What company does Scott Dye, Cfa, Cfp®, Cmfc® work for?
Scott Dye, Cfa, Cfp®, Cmfc® works for Stark Financial Group, Inc.
What is Scott Dye, Cfa, Cfp®, Cmfc®'s role at the current company?
Scott Dye, Cfa, Cfp®, Cmfc®'s current role is Wealth Advisor.
What schools did Scott Dye, Cfa, Cfp®, Cmfc® attend?
Scott Dye, Cfa, Cfp®, Cmfc® attended The Ohio State University, The Ohio State University.
What skills is Scott Dye, Cfa, Cfp®, Cmfc® known for?
Scott Dye, Cfa, Cfp®, Cmfc® has skills like Leadership, Marketing, Management, Sales.
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