Scott Willis
Investment Advisor Representative @Knights Of Columbus Asset Advisors
Lake Charles, LA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2022 — Present
Investment Advisor Representative @Knights Of Columbus Asset Advisors
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I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology.
EDUCATION
1982 — 1986
Archbishop Rummel High School, Metairie, LA
College prep
1986 — 1991
University of Louisiana at Lafayette
Bachelor of Business Administration (BBA)
SKILLS
Long Term Care InsuranceBusiness InsuranceInsuranceFinancial PlannersAgent RecruitmentFixed AnnuitiesEstate PlanningAgent DevelopmentLong-Term CareWhole LifeRoth IraCareer OpportunitiesCharitable Gift PlanningWhole Life InsurancePermanent Life InsuranceAnnuity SalesRetirement PlanningLife Insurance PlanningBuy-Sell AgreementsKey Person InsuranceIrasLife InsuranceDisability InsuranceLegacy GivingTerm Life InsuranceManagement Skills Development401k Rollovers
ABOUT SCOTT WILLIS
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