I have been a financial advisor with Edward Jones since 1993 and have been a field-based Area Leader with the firm since 2015, leading branches in Colorado, Arizona and Southern California. In order to better serve my clients, I have earned my AAMS® professional designation from the College for Financial Planning.
Following a strategy meeting, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. We take the time to truly listen to our clients and construct customized strategies to meet their objectives. Once the strategy is implemented, I maintain regular contact with my clients, informing them of any developments and addressing any needs or changes in their situation. In order to provide a comprehensive service, I regularly collaborate with my clients team of CPAs and attorneys, always keeping client information confidential.
I am proud to serve a wide variety of clients. I am skilled in assisting multi-generational families and enjoy the relationships I build with my clients and their families throughout their lifetimes. I also regularly work with business owners to design strategies that involve business succession, asset growth and tax reduction. My team and I strive to give our clients the level of service they deserve and appreciate.
I am passionate about cultivating relationships with my clients. My clients are truly our friends, and my team and I regularly host them for lunches, wine tastings and dinners. To me, there is nothing more rewarding than getting to know my clients on a deep level and making a genuine difference in their lives.
Outside of my role with Edward Jones, I dedicate most of my time to my two biggest passions: family and faith. My family and I enjoy wake surfing, jet skiing, weekend getaways and watching college football and basketball. I am an active member of the Loveland community and have served on various boards over the years.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberScott Wilson at (970) 669-6733
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