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@vanguard.com
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Scott Monk , Cfp®, Cfa ✔️ is listed as Legacy Builder ♦ Retirement Whisperer ♦ Author ♦ Blogger ♦ Founder and CEO at Charis Legacy Partners at Charis Legacy Partners, based in College Station, Texas, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 877, and a matched LinkedIn profile for Scott Monk , Cfp®, Cfa ✔️.
Scott Monk , Cfp®, Cfa ✔️ previously worked as Founder and CEO at Charis Legacy Partners and Senior Financial Advisor at Vanguard. Scott Monk , Cfp®, Cfa ✔️ holds Master Of Business Administration, Finance Specialization from Mays Business School - Texas A&M University.
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AeroLeads found 1 current-domain work email signal for Scott Monk , Cfp®, Cfa ✔️. Compare company email patterns before reaching out.
Do you, your clients or donors have a desire to be purposeful with wealth and leave a legacy of giving back? Are you unsure where to start?That was my story, too. Many years ago, I felt a clear calling to devote my life to building wealth for the purpose of funneling as much of it as possible into the ministries and charities I am passionate about. Throughout business school and then studying for the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this personal journey and share it with other legacy-minded wealth stewards. Because at the end of the day, everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. So, whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, I'll partner with you in that journey. I'll help you craft the story you want your legacy to tell, develop a customized roadmap for getting you there, then walk with you every step of the way to execute on that plan. I provide comprehensive legacy-minded wealth planning to my clients, covering cashflow planning (including retirement planning), tax planning, estate planning, charitable planning, insurance planning, investment management, etc. I also do consulting work with nonprofits to help them build out planned giving programs.If you're interested in cementing a financial legacy of giving back, download our free eBook for a goldmine of financial planning strategies that will help you to maximize your lifetime legacy giving impact: https://bit.ly/3qKgb6o
Listed skills include Equity Research, Equity Valuation, Financial Modeling, Financial Reporting, and 22 others.
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Cave Creek, Arizona, Us
Founder of a comprehensive wealth advisory firm specializing in legacy planning. I help my clients craft the story they want their legacy to tell, develop a customized roadmap for getting them there, then walk with them every step of the way to execute on that plan.
Valley Forge, Pa, Us
-Have organically built (including many referrals from existing clients) a book of clients mostly comprised of pre-retirees and retirees; my focus is on developing lifelong partnerships with clients to build trust and earn a seat at the table when big life decisions are being made.-Add ongoing value to my clients through behavioral coaching, cash flow analysis, holistic financial planning conversations (health care planning, tax planning, insurance planning, estate planning, Social Security optimization, etc.), identification of relevant planning opportunities (e.g. Roth conversions, capital gains harvesting, etc.), and tax-efficient portfolio management (including strategic asset location, tax loss harvesting using lot-level accounting, tax-efficient withdrawal strategies, etc.)
Valley Forge, Pa, Us
-Led a group of investment consultants responsible for promoting Vanguard’s investment products and services through consultative dialogue and relationship building with existing clients and prospects -Turned around an underperforming team through regular, ongoing coaching and support (regularly ranked among top quartile of teams nationally with regard to assets consolidated and was top-ranked team nationally in 2016 for uncovering advice opportunities)-Worked with a team of investment consultants and leaders in ideating and executing on ways to promote a high-performance culture through creating transparency into individual and departmental business results, recognizing top performers, rewarding goals reached, etc.-My focus on talent development led to multiple team members being offered promotions or lateral moves to desired positions-Led an organization of greater than 50 investment professionals through a tumultuous, months-long service model transformationCurrently hold FINRA Series 7, 24, and 63 securities licenses
-Conducted comprehensive buy-side research and defended investment recommendations to fund manager-Broadened fund’s depth of coverage in oil and gas and petrochemicals industries-Cultivated relationships with network of industry contacts to aid in assimilating information quickly and efficiently-Prepared robust financial models and company valuations through analysis of competitive dynamics and industry trends, financial statements, investor conferences and earnings calls, interviews with employees, customers and competitors, etc.-Provided buy/sell recommendations in line with fund’s investment goals and strategies
College Station, Tx, Us
Graduated with an MBA from Mays Business School at Texas A&M University with a specialization in finance.
-Oversaw accounts for federal and private research projects, including budgeting, accounting, and financial reporting-Managed project budgets worth millions of dollars-Developed excellent communication skills through resolving customer concerns and issues-Enhanced leadership and teambuilding skills through numerous group projects.
-Managed all aspects of business administration including accounting, supply chain/logistics, and inventory control-Streamlined accounting system to increase efficiency for everyday use-Developed extensive network of suppliers to maximize cost savings and increase supply chain reliability
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Scott Monk , Cfp®, Cfa ✔️ works for Charis Legacy Partners.
Scott Monk , Cfp®, Cfa ✔️ is listed as Legacy Builder ♦ Retirement Whisperer ♦ Author ♦ Blogger ♦ Founder and CEO at Charis Legacy Partners at Charis Legacy Partners.
AeroLeads has found 1 work email signal at @vanguard.com for Scott Monk , Cfp®, Cfa ✔️ at Charis Legacy Partners.
AeroLeads has found 1 phone signal(s) with area code 877 for Scott Monk , Cfp®, Cfa ✔️ at Charis Legacy Partners.
Scott Monk , Cfp®, Cfa ✔️ is based in College Station, Texas, United States while working with Charis Legacy Partners.
Scott Monk , Cfp®, Cfa ✔️ has worked for Charis Legacy Partners, Vanguard, Liberty Park Capital Management, Texas A&M University, and Texas A&M Research Foundation.
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Scott Monk , Cfp®, Cfa ✔️ holds Master Of Business Administration, Finance Specialization from Mays Business School - Texas A&M University.
Scott Monk , Cfp®, Cfa ✔️ is listed with skills including Equity Research, Equity Valuation, Financial Modeling, Financial Reporting, Financial Accounting, Cash Flow Forecasting, Valuation, and Leadership.
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