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Scott Saxe

Scott Saxe

Marketing Administrative Assistant

Followers of Scott Saxe328 followers
location of Scott SaxeGreater Evansville Area

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  • Timeline

  • About me

    Senior Vice President at Saxe Pinkston Financial Group of Wells Fargo Advisors Financial Network

  • Education

    • University of Evansville

      1981 - 1984
      Bachelor of Science Marketing and Finance

      Activities and Societies: Lambda Chi Alpha, High Sigma

  • Experience

    • Champion Laboratories

      Jun 1984 - Jul 1986
      Marketing Administrative Assistant

    • Wells Fargo Advisors

      Jul 1986 - now
      Managing Director-Investments

      I have over 37 years experience in the Financial services industry, and I take great pride in providing professional advice, service and support to our valued clients. My team and I provide customized wealth services to individuals and we specialize in retirement and retirement planning. We also assist several area corporations in the design and implementation of various type of retirement plans including Simple, SEP and 401K's.

  • Licenses & Certifications

    • Life, Variable Life & Annuity

      Indiana Department of Insurance
      Oct 1986

    • Series 66 Registration

      Financial Industry Regulatory Authority (FINRA)
      Oct 1986

    • Series 7 Registration

      Financial Industry Regulatory Authority (FINRA)
      Oct 1986

  • Honors & Awards

    • Awarded to Scott Saxe
      Named as one of Wells Fargo Advisors Financial Network Platinum Council 2006-2022 and 2024 Wells Fargo Advisors The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
    • Awarded to Scott Saxe
      Named as one of the Barron's Top 1200 Financial Advisors2017-2024 - 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com).2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com).2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source:… Show more 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com).2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com).2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com).2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com).2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com).2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com).2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com).See Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm Show less