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Chfc Scott Werner

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Chfc Scott Werner

Executive Vice President | Capital Strategies, Beyond Wealth

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Startup Experience

Chfc Scott Werner

Work Experience

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Executive Vice President at

Capital Strategies, Beyond Wealth

March 2017 - Present

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President & CEO at

Capital Strategies, Beyond Wealth

July 2016 - Present

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Managing Sales Director at

Capital Strategies Of Metlife

June 2009 - March 2017

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Vice President at

Southeast Delco School District

January 2006 - June 2009

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Financial Adviser at

Southeast Delco School District

October 2003 - January 2006

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Investment Representative at

Invesco US

March 2000 - October 2003

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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

mail

*******@csomtx.com

Colleagues

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Cltc Frank Marra

Senior Vice President

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Michael Priede

Managing Partner

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Reynaldo Stoddart

Vice President, Advisor Development

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Warren Ellis

Senior Vice President

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