Scott Stevenson Email & Phone Number

Top-performing financial investment executive with extensive experience devising investment strategies and developing financial plans for business and individuals. Extensive background in financial planning, investment analysis, and business development with an exemplary record in cultivating, strengthening, and managing relationships with clients, through delivery of outstanding customer service, underpinned by strong ethical and moral values, and a determination to deliver a service that exceeds customer expectations. Apply a firm understanding of sales cycle, customer requirements, and expectations, and collaboration with internal teams and external partners/agencies to steer processes through to timely completion, proactively addressing issues to ensure schedules and quality standards are met. Valued as an astute team player and leader, delivering personalized services and guiding clients in the development of financial plans and achievement of their long-term investment goals.

Listed skills include Strategic Financial Planning, Retirement Planning, and Wealth Management.

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  College Of Charleston

  Communication And Media Studies