Scott Morris
Financial Advisor at Alexander Capital, L.P.
- Role
- Wealth Management Specialist at Alexander Capital, L.P
- Location
- Columbia, MO, US
- LinkedIn followers
- 500 followers
About Scott Morris
In a world and society where people are dynamic and different, I challenge the notion that everyone is the same and belongs in a \"box\". I am someone who values others and respects their perspectives and invests in people. My skills best align with: ultra-high-net-worth, high-net-worth investors, and institutions. My extensive experience with healthcare professionals, business owners, endowment funds and estates allow me to maximize opportunities that meet client expectations. My goal in the financial services industry is to ensure that I take every opportunity to meet the expectations of those who hire me, and I present an objective perspective of situations to ensure that people aren\'t misled and transparency exists. I lead a highly experienced team to work with you, develop strategies and recommend tailored solutions designed to help you accumulate, protect and transfer your wealth if you are an individual or estate. My goal with institutions is to evaluate and implement strategies consistent with investment objectives. The approach is flexible and accommodates unique situations without the use of “model/box portfolios”. Understanding Your Financial Objective —I begin by asking questions to understand more about you and your financial objectives. Developing strategies — Next, I analyze and evaluate the financial and personal information you provide so I can match your objectives with sound strategies. Implementing solutions — Using these strategies, I develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services. Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.
Experience
Wealth Management Specialist
Feb 2021 — Present · New York, NY, US
I own and manage an independent affiliate branch office of Alexander Capital LP and Alexander Capital Wealth Management.
Education
University of Missouri-Columbia
Chemistry
2003 — 2004
Colorado Technical University
Studied Finance, Finance, General
2009 — 2009
University of Missouri-Saint Louis
Masters of Education (not completed), Curriculum and Instruction
2007 — 2008
Central Methodist University-College of Liberal Arts & Sciences
B.S, Physics
2004 — 2006
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