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Scott Brooks, CFP®

Scott brooks, cfp®

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location of Scott Brooks, CFP®Sugar Land, Texas, United States
Phone number of Scott Brooks, CFP®+91 xxxx xxxxx
Followers of Scott Brooks, CFP®1000 followers

  • Timeline

    Jan 1998 - Nov 1999

    Investment Representative

    Edward Jones
    Dec 2000 - Sept 2005

    Sr. Retirement Specialist

    Fidelity Investments
    Jun 2006 - Jun 2007

    Financial Consultant

    Comerica Wealth & Institutional Management
    Mar 2007 - Mar 2010

    President

    Rollover Coach
    Current Company
    Mar 2010 - now

    President

    TheAnnuityleads.com

  • About me

    President at TheAnnuityLeads.com

  • Education

    • The university of dallas

      2002 - 2004
      Mba financial services

    • The university of texas at austin

      1992 - 1996
      Bachelor’s degree finance, general

  • Experience

    • Edward jones

      Jan 1998 - Nov 1999
      Investment representative

    • Fidelity investments

      Dec 2000 - Sept 2005
      Sr. retirement specialist

      Specialized in helping Fortune 1000 employees with their 401k & pension plans once they changed jobs or retired.

    • Comerica wealth & institutional management

      Jun 2006 - Jun 2007
      Financial consultant

    • Rollover coach

      Mar 2007 - Mar 2010
      President

      We provided training to financial advisors on the 401k rollover market via my website at rollovercoach.com. Over 9,000 advisors received training from us during this period.

    • Theannuityleads.com

      Mar 2010 - now
      President

      Radio, TV, and online generated annuity leads for financial advisors and insurance agents. Learn why over 2,900 firms have purchased annuity & 401(k) Rollover leads from us since 2010.

  • Licenses & Certifications