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Chfc Scott Werner
Chfc Scott Werner
Executive Vice President | Capital Strategies, Beyond Wealth
United States
Chfc Scott Werner
Summary
Scott Werner is an accomplished Executive Vice President at Capital Strategies, specializing in comprehensive financial management. With extensive experience in executive leadership, he has a proven track record in financial planning, wealth management, and property and casualty insurance. His approach is client-centric, focusing on tailored strategies that align with both immediate and long-term financial goals. Scott's leadership has earned him multiple awards, including the prestigious Brian H. Early Frontline Excellence Award. He is also a licensed insurance and securities professional in Texas, further enhancing his credibility in the financial services sector. Beyond his professional achievements, Scott is dedicated to fostering growth within his team and the broader community. His educational background includes specialized training from The American College of Financial Services, where he earned the Chfc® designation. Scott's diverse experience spans various roles in the financial industry, showcasing his adaptability and commitment to excellence.
Chfc Scott Werner
Work Experience
Executive Vice President at
Capital Strategies, Beyond Wealth
March 2017 - Present
President & CEO at
Capital Strategies, Beyond Wealth
July 2016 - Present
Managing Sales Director at
Capital Strategies Of Metlife
June 2009 - March 2017
Vice President at
Southeast Delco School District
January 2006 - June 2009
Financial Adviser at
Southeast Delco School District
October 2003 - January 2006
Investment Representative at
Invesco US
March 2000 - October 2003
Chfc Scott Werner
Education
The American College of Financial Services, Chfc®
Frequently Asked Questions about Chfc Scott Werner
What is Chfc Scott Werner email address?
Chfc Scott Werner's primary email address is *******@csomtx.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Chfc Scott Werner work for?
Chfc Scott Werner is a Executive Vice President at Capital Strategies, Beyond Wealth, a company specializing in Functions related to depository banking.
Where Chfc Scott Werner graduated from?
Chfc Scott Werner holds a degree in from Blinn College.
How can I directly contact Chfc Scott Werner?
To contact Chfc Scott Werner directly, you can use the email address *******@csomtx.com. Complete contact information is available upon registration with Muraena.
Who is Chfc Scott Werner?
Scott Werner is an accomplished Executive Vice President at Capital Strategies, specializing in comprehensive financial management. With extensive experience in executive leadership, he has a proven track record in financial planning, wealth management, and property and casualty insurance. His approach is client-centric, focusing on tailored strategies that align with both immediate and long-term financial goals. Scott's leadership has earned him multiple awards, including the prestigious Brian H. Early Frontline Excellence Award. He is also a licensed insurance and securities professional in Texas, further enhancing his credibility in the financial services sector. Beyond his professional achievements, Scott is dedicated to fostering growth within his team and the broader community. His educational background includes specialized training from The American College of Financial Services, where he earned the Chfc® designation. Scott's diverse experience spans various roles in the financial industry, showcasing his adaptability and commitment to excellence.
Chfc`s contact details
*******@csomtx.com
Colleagues
Senior Vice President
Managing Partner
President
Vice President, Advisor Development
Senior Vice President