Scott Kennedy, Qks, Qpfc Email & Phone Number

In his role as a Retirement Plan Consultant, Scott is responsible for the western portion of the Dallas/Fort Worth Metroplex. Scott is based in the Dallas office, his responsibilities include building and cultivating relationships with financial advisors, insurance agents, RIAs, CPAs, DCIO representatives and recordkeeping product partners across the region. Scott has over 19 years of experience in the financial services industry. He has previously worked with the owners and senior management of Independent Broker Dealers to provide them and their advisors with a myriad of clearing, execution and custody solutions. Over the last three years he has focused on helping advisors with their qualified plan opportunities. Scott’s approach to the retirement industry has been very consultative in nature, and he prides himself on his ability to help advisors find the appropriate solutions for their clients. He has a sense of urgency and relentless drive that he combines with his strong business acumen and extensive and diverse background to be a powerful partner for advisors.

Listed skills include Financial Services, Investments, Mutual Funds, Series 7, and 46 others.