Scot N. Turvey, Cfp®, Cdfa® Email & Phone Number
@bsfllp.com
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Who is Scot N. Turvey, Cfp®, Cdfa®? Overview
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Scot N. Turvey, Cfp®, Cdfa® is listed as Partner | Wealth Advisor at Genesis Wealth, a with 25 employees, based in Orland Park, Illinois, United States. AeroLeads shows a work email signal at bsfllp.com and a matched LinkedIn profile for Scot N. Turvey, Cfp®, Cdfa®.
Scot N. Turvey, Cfp®, Cdfa® previously worked as Partner | Wealth Advisor at Professional Wealth Advisors, Llc and Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan. Scot N. Turvey, Cfp®, Cdfa® holds Certified Financial Planner, Tm Professional from Cfp Board.
Email format at Genesis Wealth
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AeroLeads found 1 current-domain work email signal for Scot N. Turvey, Cfp®, Cdfa®. Compare company email patterns before reaching out.
About Scot N. Turvey, Cfp®, Cdfa®
Scot N. Turvey joined Professional Wealth Advisors in July 2024 bringing with him close to two decades of experience in the financial services industry. Prior to joining PWA, Scot spent 11 years at J.P. Morgan Securities, where he provided holistic wealth management advice to help families and individuals tailor solutions to accomplish their financial objectives.Scot is a graduate of Aurora University where he received his Bachelor of Arts in Business Management and furthered his education by earning a Master of Business Administration from Lewis University. He is a CERTIFIED FINANCIAL PLANNER™ professional, and currently holds registrations for FINRA Series 6, 7, 63, and 66 licenses through LPL Financial. Residing in Minooka, IL, with his wife Julie and their three children, Scot finds joy in coaching his children's sports teams, exploring backcountry hiking trails, and hitting the golf course.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info section" above.Investment Advice offered through LPL Financial, a Registered Investment Advisor. Professional Wealth Advisors is a separate entity from LPL Financial.Third Party Posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Financial Services and Services.
Scot N. Turvey, Cfp®, Cdfa®'s current company
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Scot N. Turvey, Cfp®, Cdfa® work experience
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Partner | Wealth Advisor
Private Client Advisor At J.P. Morgan Wealth Management
Licensed Banker
Scot N. Turvey, Cfp®, Cdfa® education
Certified Financial Planner, Tm Professional
Certified Divorce Financial Analyst, Tm
Certificate Program In Financial Planning
Mba, Accounting
Bachelor Of Arts, Business Management, Political Science, International Relations
Frequently asked questions about Scot N. Turvey, Cfp®, Cdfa®
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What company does Scot N. Turvey, Cfp®, Cdfa® work for?
Scot N. Turvey, Cfp®, Cdfa® works for Genesis Wealth.
What is Scot N. Turvey, Cfp®, Cdfa®'s role at Genesis Wealth?
Scot N. Turvey, Cfp®, Cdfa® is listed as Partner | Wealth Advisor at Genesis Wealth.
What is Scot N. Turvey, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @bsfllp.com for Scot N. Turvey, Cfp®, Cdfa® at Genesis Wealth.
Where is Scot N. Turvey, Cfp®, Cdfa® based?
Scot N. Turvey, Cfp®, Cdfa® is based in Orland Park, Illinois, United States while working with Genesis Wealth.
What companies has Scot N. Turvey, Cfp®, Cdfa® worked for?
Scot N. Turvey, Cfp®, Cdfa® has worked for Genesis Wealth, Professional Wealth Advisors, Llc, J.P. Morgan, and Jpmorgan Chase Bank N.A..
How can I contact Scot N. Turvey, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Scot N. Turvey, Cfp®, Cdfa® at Genesis Wealth, including work email, phone, and LinkedIn data when available.
What schools did Scot N. Turvey, Cfp®, Cdfa® attend?
Scot N. Turvey, Cfp®, Cdfa® holds Certified Financial Planner, Tm Professional from Cfp Board.
What skills is Scot N. Turvey, Cfp®, Cdfa® known for?
Scot N. Turvey, Cfp®, Cdfa® is listed with skills including Financial Services and Services.
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