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@wellsfargo.com
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5 phones found area 206, 972, and 678
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Scott Kelly is listed as President - Legacy Wealth Partners at Legacy Wealth Partners (RJ), based in Greater Seattle Area, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 206, 972, 678, and a matched LinkedIn profile for Scott Kelly.
Scott Kelly previously worked as President at Legacy Wealth Partners (Rj) and Assistant Vice President - Investment Officer at Wells Fargo Advisors. Scott Kelly holds Bachelor Of Arts, Business Administration, Marketing from University Of Puget Sound.
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AeroLeads found 1 current-domain work email signal for Scott Kelly. Compare company email patterns before reaching out.
Scott is a proactive planner and investment manager, putting his experience and heart into helping ensure that his clients’ finances evolve alongside them. As an advisor, he strives to check in with his clients regularly, crafting portfolios that suit their needs and tailoring their financial plans to keep up with the lives they live. He helps them identify their long- and short-term priorities, then aligns their investments with their lifestyles and goals. He and his team at Legacy Wealth Partners combine their 60 years of experience, following a fiduciary standard of care to serve clients at the local level.Clients can trust Scott to help them plan for their futures. He takes a layered approach to building financial independence over a lifetime, offering customized investment portfolios, which he constructs and reviews directly. At Raymond James, Scott has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. When clients have a question or concern, he aims to answer promptly, completely and truthfully, taking care to provide all the information they need to make informed decisions, based on realistic expectations, about their investment needs.Scott considers it his mission to guide each client so they feel confident that their financial life is in order, for themselves and everyone else in their chosen family circle. He welcomes unscheduled calls to discuss the financial impacts of life decisions. His approach to creating each client's plan is comprehensive and human, striving to establish objectives based on lifestyle, expectations, needs and dreams. He conducts advisory services for business owners and individuals, specializing in 529 plans, estate planning, retirement planning and insurance.Scott’s approach to advising is inspired by his family. They are an outdoors-loving, active family with strong community ties. Scott is involved with Scouts BSA where he is a Scoutmaster. His proudest volunteer accomplishment so far is spreading the WATCH D.O.G.S. (Dads Of Great Students) program through 19 schools throughout Snohomish County. He is also involved with the Snohomish Kiwanis.Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.Raymond James is not affiliated with and does not endorse the above organizations.
Listed skills include Financial Advisory, 401K Planning, Retirement Planning, Investments, and 54 others.
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Bothell, Washington, United States
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Lynnwood, Wa
I help guide individuals, families and business owners toward achieving their long-term financial goals by creating personalized investment plans based on their objectives.
Lynnwood, Wa
I helped guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
Intradiem, formerly known as Knowlagent, is an intraday automation engine that allows you to build real-time workforces—triggering efficiency and extraordinary customer experiences. At the end of the day, you control your customers’ happiness. Intradiem’s Intraday Automation tool empowers you to create extraordinary customer experiences by optimizing the workday. With automated workforce adjustments, we make sure people on the floor, in the call center and behind the counter can… Show more Intradiem, formerly known as Knowlagent, is an intraday automation engine that allows you to build real-time workforces—triggering efficiency and extraordinary customer experiences. At the end of the day, you control your customers’ happiness. Intradiem’s Intraday Automation tool empowers you to create extraordinary customer experiences by optimizing the workday. With automated workforce adjustments, we make sure people on the floor, in the call center and behind the counter can effectively respond to any situation. Capturing these real-time opportunities throughout the day prompts productivity and a new level of customer confidence. Show less
Seattle, Wa
RMG Networks (formerly Symon Communications) is a global provider of intelligent visual solutions. By providing clients with end-to-end digital signage solutions, RMG is an invaluable partner for nearly 70% of the Fortune 500. A network of over 1 million screens on 6 continents, makes RMG one of the largest publicly traded digital signage companies in the world.RMG Networks Enterprise Solutions provide complete intelligent digital signage solutions that combine best-in-class software… Show more RMG Networks (formerly Symon Communications) is a global provider of intelligent visual solutions. By providing clients with end-to-end digital signage solutions, RMG is an invaluable partner for nearly 70% of the Fortune 500. A network of over 1 million screens on 6 continents, makes RMG one of the largest publicly traded digital signage companies in the world.RMG Networks Enterprise Solutions provide complete intelligent digital signage solutions that combine best-in-class software, hardware, applications and services. Engage, inform and influence your audiences with vibrant and flexible visual communications with the widest range of capabilities and the most experienced team in the industry. Show less
X2O Media was launched in 2006 by the founders of VertigoXmedia, an innovator in the field of broadcast graphics, following VertigoXmedia’s acquisition by Miranda Technologies (TSX: MT). The Digital Signage Division within VertigoXmedia was spun-off to form X2O Media. As a result, X2O’s products and services benefit from over 10 years of experience gained in working on the most demanding live television events with the world’s top broadcasters including ABC, CBS, CBC, CNN, CTV, ESPN, Fox News… Show more X2O Media was launched in 2006 by the founders of VertigoXmedia, an innovator in the field of broadcast graphics, following VertigoXmedia’s acquisition by Miranda Technologies (TSX: MT). The Digital Signage Division within VertigoXmedia was spun-off to form X2O Media. As a result, X2O’s products and services benefit from over 10 years of experience gained in working on the most demanding live television events with the world’s top broadcasters including ABC, CBS, CBC, CNN, CTV, ESPN, Fox News, NBC, Time Warner Cable and others around the world.X2O’s mission is to provide digital signage networks with the tools and services required to ensure that their networks look as good as broadcast TV, without the effort. Show less
Snohomish, Wa
AdsUpNow is a full-service digital advertising and marketing agency located in Mill Creek, Washington that serves clients across the country.We specialize in helping our customers grow their businesses through the Internet. Our campaigns are designed to help you get more phone and foot traffic and make more sales. Each one of our campaigns is 100% measurable and fully customized to fit your budget.
Seattle, Wa
Founded in 1997, Daptiv is the on-demand leader in collaborative business software that enables companies of all sizes to transform their mid-office business operations.
Managed, developed and closed sales of digital signage, performance management, workforce management and real-time visual communication solutions in Pacific Northwest Region (WA, OR, ID, HI, AK & BC). Utilized cold calling, lead response, referrals and account management to achieve results. - Accomplished “Over Sales Goal Achievement” awards in 2003, 2005 & 2007- Achieved “Most Reseller Revenue” & “Most Wallboards Sold” awards in 2008- Landed Microsoft account by… Show more Managed, developed and closed sales of digital signage, performance management, workforce management and real-time visual communication solutions in Pacific Northwest Region (WA, OR, ID, HI, AK & BC). Utilized cold calling, lead response, referrals and account management to achieve results. - Accomplished “Over Sales Goal Achievement” awards in 2003, 2005 & 2007- Achieved “Most Reseller Revenue” & “Most Wallboards Sold” awards in 2008- Landed Microsoft account by building rapport and designing client-oriented solutions.- Groomed relationship with Washington Mutual to level of National Account. Show less
Issaquah, Wa
Corporate and government outside software sales representative based out of corporate headquarters.
Activities and Societies: General Manager - KUPS Radio Station, Varsity/All-American Swimmer, Sigma Alpha Epsilon, Passages Leader, Mentor.
Activities and Societies: Junior Achievement, Swim Team, Track Team, Cross Country Team and Band.
Quick answers generated from the profile data available on this page.
Scott Kelly works for Legacy Wealth Partners (RJ).
Scott Kelly is listed as President - Legacy Wealth Partners at Legacy Wealth Partners (RJ).
AeroLeads has found 1 work email signal at @wellsfargo.com for Scott Kelly at Legacy Wealth Partners (RJ).
AeroLeads has found 5 phone signal(s) with area code 206, 972, 678 for Scott Kelly at Legacy Wealth Partners (RJ).
Scott Kelly is based in Greater Seattle Area, United States while working with Legacy Wealth Partners (RJ).
Scott Kelly has worked for Legacy Wealth Partners (Rj), Wells Fargo Advisors, Waddell & Reed, Intradiem, and Rmg Networks.
You can use AeroLeads to view verified contact signals for Scott Kelly at Legacy Wealth Partners (RJ), including work email, phone, and LinkedIn data when available.
Scott Kelly holds Bachelor Of Arts, Business Administration, Marketing from University Of Puget Sound.
Scott Kelly is listed with skills including Financial Advisory, 401K Planning, Retirement Planning, Investments, Equities, Securities, Mutual Funds, and Etfs.
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