Deep Enrich
Scott Clayton, CFP®
Financial Analyst
1000 followers
Chicago, Illinois, United States
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About me
Director of Wealth Planning Strategy @ BMO Financial Group | Certified Financial Planner™
Education
DeLaSalle Institute
1984 - 1987High School
Northwestern University - Kellogg School of Management
1995 - 1997Masters of Management (MBA) Finance, Marketing, Management & Strategy
University of Pennsylvania
1987 - 1991B.S. Economics, Concentration Finance Economics, FinanceActivities and Societies: Rugby
The Wharton School
1987 - 1991B.S. Economics, Concentration Finance Economics, Finance
Experience
Federal Reserve Bank of Chicago
Jul 1991 - Jul 1997Financial Analyst
R.R. Donnelley & Sons
Jan 1997 - Jan 1999Senior Marketing Analyst
MedQuist
Jan 2000 - Jan 2003Regional DirectorJuritas
Mar 2000 - Nov 2000Regional Director
Rotary International
Apr 2003 - Aug 2005Division Manager Financial Planning & Analysis
City of Chicago
Aug 2005 - Nov 2006Director, Business Development & Outreach
Robert Half Management Resources
Jan 2007 - Oct 2007Account Executive
Clayton Rhodes & Associates, LLC
Nov 2009 - Sept 2011President & FounderAXA Advisors, LLC
Mar 2011 - Jan 2014Financial Professional
Polaris Wealth Management
Jan 2014 - May 2015Senior Associate
MetLife
Jun 2015 - Jun 2016Financial Services RepresentativeMassMutual of Illinois
Jul 2016 - Feb 2020Financial Planner
Professional Wealth Advisors, LLC
Mar 2020 - Aug 2021Wealth Advisor
BMO Financial Group
Aug 2021 - nowDirector of Wealth Planning Strategy
Licenses & Certifications
Series 66
FINRA
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of IllinoisSeries 7
FINRA
Certified Financial Planner™
CFP Board
Volunteer Experience
Board Member
Issued by FRIENDS OF WHITNEY M YOUNG HIGH SCHOOL on Aug 2022Associated with Scott Clayton, CFP®
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