
Scott R.
Director/Producer/Writer

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About me
VP - Financial Consultant: Helping clients own their tomorrow
Education

Texas A&M University School of Law
2020 - 2023Master's degree Wealth Management & Risk Management/Compliance
University of Houston
1986 - 1990Bachelor of Science Hotel/Restaurant Management
The University of Dallas
-Masters Certificate Business
Experience

Going Bats Entertainment
Apr 2007 - nowDirector/Producer/Writer
Top Pup Media
Jan 2008 - Jan 2010Business Development Manager
Invenio Solutions Inc.
Jul 2008 - Jun 2013Inside Territory Manager
Edward Jones
Nov 2013 - Sept 2014Financial Advisor
USAA
Nov 2014 - May 2020Wealth Manager
Jan 2018 - May 2020Wealth Advisor
Nov 2014 - Jan 2018

Charles Schwab
May 2020 - nowVP - Financial ConsultantRepresentatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less
Licenses & Certifications

Competent Toastmaster
Toastmasters International
Series 66
FINRAMar 2014- View certificate

Certified Financial Planner (CFP)
CFP BoardAug 2017 
Wealth Management Certified Professional
The American College of Financial ServicesMar 2018
Certified Wealth Strategist
Canon Financial Services, Inc.Feb 2023
Series 7
FINRAJan 2013
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