Scott Green, Financial Advisor located in Round Rock, TX

Financial Advisor
Scott M Green

CFP®, AAMS®
1 Chisholm Trail Rd Suite 4100, Round Rock, TX 78681opens in a new window
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Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • College Savings
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Baseball
  • Coaching Sports
  • Cooking
  • Spending Time with Family
  • Snorkeling

Team Members

  • Stephanie Staires
    Sr. Branch Office Administrator
    FPQP®
  • Marissa Hall
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(512) 244-3266

Fax

(800) 613-0757

Office Address

1 Chisholm Trail Rd Suite 4100
Round Rock, TX 78681opens in a new window

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