Scott Sollars, CFP® AIF®
Senior Wealth Manager
Scott is a Senior Wealth Manager and his main responsibilities include financial planning, managing and monitoring client portfolios, research, and reviewing wealth management topics with our clients. Prior to joining our team, Scott was involved in wealth management as an advisor and leader with Charles Schwab, & Co. Scott obtained his Certified Financial Planner™ and Accredited Investment Fiduciary® certifications and earned a Bachelor’s Degree in Law and Legal Studies from the University of Indianapolis.
What is your personal motto or mantra?
Excellence Through Discipline.
Outside of my professional career I am passionate about:
I enjoy volunteering at:
UMOM New Day Centers Arizona.