Scott Halliwell, Cfp®, Chfc®, Clu® Email and Phone Number
Assistant Professor of Practice and Military Personal Finance Expert at Texas A&M | Educating and Guiding Future Financial Planners and Financially Ready Military Leaders at
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Financial Planning Program Texas A&M University
Scott Halliwell, Cfp®, Chfc®, Clu®'s Location
College Station, Texas, United States, United States
About Scott Halliwell, Cfp®, Chfc®, Clu®
As a CERTIFIED FINANICIAL PLANNER™ professional with more than 30 years of diverse experience in Financial Services, I have spent my entire professional life helping people while developing a tremendous understanding of virtually every aspect of this industry. I have built a financial planning practice, hired, trained, and managed financial planners and advisors, worked with clients of little means, and served as a Wealth Manager to those with a lot. I’ve been a Director of Business Operations in a start-up, a Divisional Investment Sales Manager for a large regional bank, and a Personal Finance Spokesperson for a Fortune 100 Financial Services company. Today, I am blessed with the opportunity to use my experience to help develop future Aggie financial planners and financially-ready future military leaders at Texas A&M.
Scott Halliwell, Cfp®, Chfc®, Clu®'s Current Company Details
Financial Planning Program Texas A&M University
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Assistant Professor of Practice and Military Personal Finance Expert at Texas A&M | Educating and Guiding Future Financial Planners and Financially Ready Military Leaders
Scott Halliwell, Cfp®, Chfc®, Clu® Work Experience Details
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Assistant Professor Of PracticeFinancial Planning Program Texas A&M University Jan 2024 - PresentCollege Station, Texas, United States -
Visiting Assistant Professor Of PracticeFinancial Planning Program Texas A&M University Aug 2023 - Jan 2024College Station, Texas, United States• Instructor of Record for AGLS 335 - Financial Readiness. • Course goal is developing financial readiness and financial leadership skills in future military leaders within Texas A&M's Corps of Cadets.
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Program Manager LeadThe Usaa Educational Foundation Apr 2020 - Feb 2024San Antonio, Texas, United States• Design and create personal finance educational materials to help service members and the entire military community increase their financial readiness. • Manage several key content development relationships which includes understanding the needs of the requesting organization, the end user, and vendors used to assist with the development of products. -
Audit Chief Of Staff And Executive Operational Planning DirectorUsaa Jul 2019 - Apr 2020San Antonio, Texas Area
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Financial Readiness Product Management DirectorThe Usaa Educational Foundation Mar 2017 - Jul 2019San Antonio, Texas Area• Direct and collaborate on the creation of an extensive library of personal finance education materials designed to increase financial readiness for the military community. • Personal finance expert with extensive experience in helping military and civilian audiences.• Manage signature alliance relationships with whom The USAA Educational Foundation has made substantial investments.
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Financial Readiness Program LeadThe Usaa Educational Foundation Mar 2015 - Mar 2017San Antonio, Texas Area• Subject matter expert for The USAA Educational Foundation's financial literacy content and educational curriculum for military service members.• Personal finance spokesperson.• Relationship manager with organizations that align with The USAA Educational Foundation's mission of leading and inspiring actions that improve financial literacy for the mlitary and local community.
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Media Spokesman For Personal FinanceUsaa Jun 2010 - Mar 2015San Antonio, Texas AreaMedia and Corporate Spokesperson - Personal Financial Advice• Promote the USAA brand in financial advice as the personality and advice provider on the "Ask USAA" page on usaa.com and "Ask Scott & JJ" on military.com.• Educate USAA members on various financial planning topics through production of "Ask USAA with Scott Halliwell" video series and USAA’s Financial Advisor Blog.• Regularly contribute as a financial expert in major financial publications including the Wall Street Journal, USA Today, Fox Business, the Associated Press and others.• Create and deliver personal financial advice presentations for various USAA audiences.
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Wealth ManagerUsaa Jan 2009 - Jun 2010San Antonio, Texas, United States• Produced one of the highest levels of new assets to USAA during Wealth Manager Accreditation• Wealth Manager to several USAA Executive Management Group and Executive Council members
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Financial ConsultantCharles Schwab Mar 2006 - Jan 2009Greater Pittsburgh Area• Managed a practice of 430 households having $430 million with Schwab out of a one person satellite branch. • Produced second highest business growth among nine financial consultants in Pittsburgh branch in 2007.• Selected by branch colleagues and manager to be the regular speaker for client appreciation events and educational seminars. -
Vice President/Divisional Sales ManagerCitizens Investment Services Feb 2003 - Mar 2006Greater Pittsburgh Area• Lead a team of 26 financial consultants and two managers that produced $165 million of annual investment and insurance sales for 125 bank branches.• Managed a retail banking partnership that involved daily interaction with and accountability to 2 Retail Directors and 12 Retail Regional Managers.• Regular reported investment group results to large groups of branch and regional managers -
Affluent Customer Experience Mgr.Pnc Mar 2002 - Feb 2003Greater Pittsburgh Area• Created and regularly delivered an internal wholesaling presentation for converting to fee-based business and facilitated training with financial consultants by presenting the materials created.• Developed a standardized, client focused sales process to be adopted by 175 branch-based financial consultants. -
Market Group Manager/Senior Client Advisor - Pnc AdvisorsPnc Dec 2000 - Mar 2002Greater Pittsburgh Area• Co-managed the successful start up of a centralized sales market.• Developed marketing approach, sales tracking systems, and client service templates for 6,000 reassigned and under-served private banking clients.
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District ManagerAmeriprise Financial Services, Inc. Apr 1999 - Dec 2000San Francisco Bay Area• Responsible for recruiting, hiring and training new financial advisors as well as training and development of new managers resulting in top first year advisor results across the county.• Taught daily classes on topics such as client acquisition techniques, referral marketing, consultative sales skills, financial planning theory and practice and product knowledge.• Responsible for covering at least eight appointments a week to demonstrate sales techniques and close business with clients based on comprehensive financial planning.• Conducted weekly one-on-one meetings with my direct reports to guide them in the development of their financial planning practices. -
Director Of Operations For Northern MichiganHantz Financial Oct 1997 - Oct 1998Greater Detroit Area• One of the founding managers for the company created after 125 employees left a previous employer to undertake this start-up venture.• Worked with the CFO to build financial models of anticipated company operations and profits. These models were used to obtain seed money for the start-up.• Tracked and reported financial and operational data to the Senior Vice President to assist him in managing the region. -
Director Of Business OperationsAmeriprise Financial Services, Inc. Apr 1996 - Oct 1997Greater Detroit Area• Redesigned and implemented the local financial reporting system to provide management with more timely and meaningful financial and operational data for the region.• Served as a member of a corporate office committee responsible for analyzing company resource allocation and suggesting more efficient resource development.District Manager• Managed ten new financial advisors and one training manager in practice development, marketing strategy, and professional development.• Taught daily classes on financial planning concepts and delivery methods to clients.
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District ManagerAmeriprise Financial Services, Inc. Apr 1993 - Apr 1996Greater Detroit Area• Managed ten new financial advisors and one training manager in practice development, marketing strategy, and professional development.• Taught daily classes on financial planning concepts and delivery methods to clients.
Scott Halliwell, Cfp®, Chfc®, Clu® Education Details
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Accounting
Frequently Asked Questions about Scott Halliwell, Cfp®, Chfc®, Clu®
What company does Scott Halliwell, Cfp®, Chfc®, Clu® work for?
Scott Halliwell, Cfp®, Chfc®, Clu® works for Financial Planning Program Texas A&m University
What is Scott Halliwell, Cfp®, Chfc®, Clu®'s role at the current company?
Scott Halliwell, Cfp®, Chfc®, Clu®'s current role is Assistant Professor of Practice and Military Personal Finance Expert at Texas A&M | Educating and Guiding Future Financial Planners and Financially Ready Military Leaders.
What schools did Scott Halliwell, Cfp®, Chfc®, Clu® attend?
Scott Halliwell, Cfp®, Chfc®, Clu® attended Penn State University.
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