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Scott Demler, Cfp(R) is listed as Financial Advisor in Rockford, Illinois sdemler@savantcapital.com at Savant Capital Management, a company with 160 employees, based in Rockford, Illinois, United States. AeroLeads shows a work email signal at savantcapital.com and a matched LinkedIn profile for Scott Demler, Cfp(R).
Scott Demler, Cfp(R) previously worked as Financial Advisor in Rockford IL 815-227-0300 at Savant Capital Management and Financial Advisor at Edward Jones. Scott Demler, Cfp(R) holds Rockford, Illinois from Boylan Central Catholic High School.
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AeroLeads found 2 current-domain work email signals for Scott Demler, Cfp(R). Compare company email patterns before reaching out.
Prior to joining Savant, I have held positions in sales, marketing, and financial services where I took great personal pride in helping my clients pursue their financial and retirement goals. I am a CERTIFIED FINANCIAL PLANNER™ professional and I have earned a Bachelor of Science degree in marketing from Northern Illinois University. My interest in teaching has lead me to become a volunteer educator for the Center for Learning in Retirement program at Rock Valley College. I am also an active member of The Boylan Alumni Board of Directors, the Ski Broncs Waterski Show Team Board of Directors, and various networking groups in the Rockford area. Currently, I am enrolled in the Leadership Rockford Program. I have also served in various leadership positions in Business Network International. In my free time, I enjoy helping young people learn to waterski and develop their athletic talents in that area. I joined Team Savant in March 2011.Savant Capital Management ("Savant") is an SEC registered investment adviser. Please visit www.savantcapital.com/landing-pages/important-disclosures for more information.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Listed skills include Financial Planning, Retirement Income Planning, Asset Allocation, Investment Management, and 14 others.
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As a financial advisor and a member of the Advisory Team, I am responsible for managing all aspects of the financial planning and investment processes for clients. I routinely meet with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.Savant Capital Management is a Registered.
Loves Park, IL
Attained Series 7, 66, and Insurance Licenses.Successful completion of the "Super Goodknight" Program.Established a new Edward Jones Location as a Financial Advisor in Loves Park, IL.I entered the financial services industry in 2007, just before the onset of "The Great Recession". Becoming a financial advisor during this trying time period was challenging.
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Jonathan Fuller
Colleague at Savant Capital Management
Greater Rockford Area, United States
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JK
Jacqueline Keener, Cpa
Colleague at Savant Capital Management
Manheim, Pennsylvania, United States, United States
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SB
Stephanie Baxter
Colleague at Savant Capital Management
Arlington Heights, Illinois, United States, United States
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JG
Jeris Gaston Cfp® Crpc®
Colleague at Savant Capital Management
Birmingham, Alabama, United States, United States
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TC
Travis Cliff, Cfp®
Colleague at Savant Capital Management
Middleton, Wisconsin, United States, United States
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NP
Nicole Prouty
Colleague at Savant Capital Management
Greater Chicago Area, United States
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MR
Martha Reinert
Colleague at Savant Capital Management
Rockford, Illinois, United States, United States
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GS
Grace Savino
Colleague at Savant Capital Management
Birmingham, Alabama, United States, United States
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SK
Spencer Kulhanjian, Mba
Colleague at Savant Capital Management
Telford, Pennsylvania, United States, United States
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KT
Kim Tucker Fpqp
Colleague at Savant Capital Management
Cedar Rapids, Iowa, United States, United States
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Activities and Societies: Boylan Alumni Board of Directors
B.S., Marketing Advanced Professional Sales Program
Quick answers generated from the profile data available on this page.
Scott Demler, Cfp(R) works for Savant Capital Management.
Scott Demler, Cfp(R) is listed as Financial Advisor in Rockford, Illinois sdemler@savantcapital.com at Savant Capital Management.
AeroLeads has found 2 work email signals at @savantcapital.com for Scott Demler, Cfp(R) at Savant Capital Management.
Scott Demler, Cfp(R) is based in Rockford, Illinois, United States while working with Savant Capital Management.
Scott Demler, Cfp(R) has worked for Savant Capital Management, Edward Jones, and Carpet One Flooring Center.
Scott Demler, Cfp(R)'s colleagues at Savant Capital Management include Jonathan Fuller, Jacqueline Keener, Cpa, Stephanie Baxter, Jeris Gaston Cfp® Crpc®, and Travis Cliff, Cfp®.
You can use AeroLeads to view verified contact signals for Scott Demler, Cfp(R) at Savant Capital Management, including work email, phone, and LinkedIn data when available.
Scott Demler, Cfp(R) holds Rockford, Illinois from Boylan Central Catholic High School.
Scott Demler, Cfp(R) is listed with skills including Financial Planning, Retirement Income Planning, Asset Allocation, Investment Management, Estate Planning, 401K Rollovers, Wealth Accumulation, and Wealth Accumulation Strategies.
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