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Scott Wilson

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Scott Wilson

COO/ Managing Director

Austin, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Scott Wilson

Work Experience

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COO/ Managing Director at

Kestra Private Wealth Services, LLC

August 2011 - Present

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Director at

UBS Group AG

November 2010 - August 2011

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Complex Director at

Morgan Stanley

February 2007 - August 2010

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Complex Director at

Merrill Lynch/Wfc/L. Inc.

January 1995 - February 2007

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Financial Advisor at

Edward Jones

June 1986 - January 1995

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Scott Wilson

Education

Rocky Mountain College, Bs

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

mail

************@kestrafinancial.com

************@ml.com

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