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Scott Wilson
Scott Wilson
COO/ Managing Director
Austin, Texas, United States
Scott Wilson
Summary
Scott Wilson is an accomplished COO and Managing Director with over three decades of experience in the financial services industry. He currently leads Kestra Private Wealth Services, a stand-alone Registered Investment Advisor, where he provides wirehouse advisors a pathway to independence and business ownership. With a strong background in asset management and financial advisory, Scott has held leadership roles in prominent firms such as UBS and Morgan Stanley. His expertise spans alternative investments, asset allocation, and wealth management, making him a trusted advisor for affluent families. Scott's commitment to innovation and coaching sets him apart in the competitive finance landscape. He holds a BS in Business Administration and Accounting from Rocky Mountain College, further enhancing his credentials in the financial sector. Outside of work, he is passionate about empowering others in their financial journeys.
Scott Wilson
Work Experience
COO/ Managing Director at
Kestra Private Wealth Services, LLC
August 2011 - Present
Director at
UBS Group AG
November 2010 - August 2011
Complex Director at
Morgan Stanley
February 2007 - August 2010
Complex Director at
Merrill Lynch/Wfc/L. Inc.
January 1995 - February 2007
Financial Advisor at
Edward Jones
June 1986 - January 1995
Scott Wilson
Education
January 1982 - January 1986
Frequently Asked Questions about Scott Wilson
What is Scott Wilson email address?
Scott Wilson's primary email address is ************@kestrafinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Scott Wilson graduated from?
Scott Wilson holds a degree in Business Admin/Accounting from Rocky Mountain College.
How can I directly contact Scott Wilson?
To contact Scott Wilson directly, you can use the email address ************@kestrafinancial.com. Complete contact information is available upon registration with Muraena.
Who is Scott Wilson?
Scott Wilson is an accomplished COO and Managing Director with over three decades of experience in the financial services industry. He currently leads Kestra Private Wealth Services, a stand-alone Registered Investment Advisor, where he provides wirehouse advisors a pathway to independence and business ownership. With a strong background in asset management and financial advisory, Scott has held leadership roles in prominent firms such as UBS and Morgan Stanley. His expertise spans alternative investments, asset allocation, and wealth management, making him a trusted advisor for affluent families. Scott's commitment to innovation and coaching sets him apart in the competitive finance landscape. He holds a BS in Business Administration and Accounting from Rocky Mountain College, further enhancing his credentials in the financial sector. Outside of work, he is passionate about empowering others in their financial journeys.
Scott`s contact details
************@kestrafinancial.com
************@ml.com