Scott Mcclatchey Email and Phone Number
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CERTIFIED FINANCIAL PLANNER™ providing financial planning, investment management, and wealth management services to individuals, families, professionals, business owners & executives.Specialties: CFP, financial planning, wealth management, investment advice, retirement planning, rollovers, insurance assessment, portfolio design, asset allocation, wealth preservation, tax planning, portfolio management, risk management, fee-based advisory, consulting.
Ballast Rock Private Wealth
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Senior Wealth Advisor And CfpBallast Rock Private Wealth Oct 2023 - PresentI provide investment, wealth management, and financial planning services to individuals and families.
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Wealth Manager And CfpWwm Financial Apr 2017 - Oct 2023Carlsbad, Ca, UsWWM Financial is a wealth management firm comprised of independent fee-based planners dedicated to helping navigate clients through the booms and busts of the market and the ups and downs of life. -
Lpl Financial AdvisorAlliance Investment Planning Group Dec 2007 - Apr 2017Carbondale, Il, UsI'm an independent financial advisor and CERTIFIED FINANCIAL PLANNER™ specializing in providing fee-based financial planning & wealth management services. I co-founded Alliance Investment Planning Group in December of 2007 along with 3 other experienced financial advisors. We now have 7 independent financial advisors in our office, located in downtown Carbondale, IL. Securities offered through LPL Financial, Member FINRA/SIPC. For a list of states in which I am registered to do business, please visit www.allianceinvestmentplanning.com. -
Financial AdvisorRaymond James Financial Services Apr 2006 - Dec 2007I was an independent financial advisor and provided investing, retirement planning, financial planning, and wealth management services to individuals and small business owners.
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Marketing DirectorXm Satellite Radio Jun 2003 - Apr 2004New York, Ny, UsI managed XM sales campaigns, rebate program, website development, event marketing, programming promotions, and customer communications. -
Vice PresidentDirectv Apr 1996 - Apr 2003El Segundo, Ca, UsI managed DIRECTV's pay per view (PPV) marketing unit, led advanced products efforts to develop new DVR & HDTV services, and led DIRECTV's broadband/Internet developments. Prior to that, I developed HUGHES Electronics corporate strategies, led M&A initiatives, and led business development of next-generation Ka-band broadband satellite system for HUGHES Communications Inc. -
Project & Business Development ManagerU S West Jul 1993 - Mar 1996London, GbI developed satellite strategy & assessments, managed national PCS testbed, and supported broadband/Internet delivery assessment (i.e., DSL, cable, satellite, MMDS, FTTC). -
Business Development & Payload ManagerBall Aerospace Oct 1989 - Jul 1993Broomfield, Co, UsI championed communications satellite initiative, provided business development for many satellite projects, did communications systems engineering and led satellite payload developments. -
Program ManagerHughes Space And Communications Jun 1982 - Oct 1989I managed a section of the systems engineering group, provided communications systems engineering support to various satellite programs, and supported numerous new business initiatives.
Scott Mcclatchey Skills
Scott Mcclatchey Education Details
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Ucla Anderson School Of ManagementBusiness Administration And Management -
University Of Illinois Urbana-ChampaignElectrical Engineering
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University Of Illinois Urbana-ChampaignElectrical Engineering
Frequently Asked Questions about Scott Mcclatchey
What company does Scott Mcclatchey work for?
Scott Mcclatchey works for Ballast Rock Private Wealth
What is Scott Mcclatchey's role at the current company?
Scott Mcclatchey's current role is Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Ballast Rock Private Wealth.
What is Scott Mcclatchey's email address?
Scott Mcclatchey's email address is sc****@****ier.com
What is Scott Mcclatchey's direct phone number?
Scott Mcclatchey's direct phone number is +176069*****
What schools did Scott Mcclatchey attend?
Scott Mcclatchey attended Ucla Anderson School Of Management, University Of Illinois Urbana-Champaign, University Of Illinois Urbana-Champaign.
What are some of Scott Mcclatchey's interests?
Scott Mcclatchey has interest in Kayaking, Learning, Reading, Sports, Space, History, Children, Volunteering, Education, Environment.
What skills is Scott Mcclatchey known for?
Scott Mcclatchey has skills like Wealth Management, Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, Financial Planning, Portfolio Management, Asset Allocation, Wealth Management Services, Insurance, Long Term Care, Investment Management.
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