Scott Freeze

Helping clients navigate complex life changes, and providing guidance and support to achieve their next-level financial dreams

Role
Financial Advisor at Edward Jones
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Scott Freeze

My path to Edward Jones is unique - based on experiences, purpose, and my commitment to improve the lives of those that I am fortunate enough to work with and serve.Having been raised as a single-child in a single-parent household, I learned very early how money can shape a person. Watching my mother scrape by working multiple jobs just to barely make rent and put food on the table, I came to understand the importance of financial security. Not having a clear vision of tomorrow\'s finances influenced my relationship with money and created countless moments of stress and worry. Many of us have our own stories and our own relationships with money.Knowing this, it is my purpose as a financial advisor to work with my clients to unlock these personal money relationships. And, with the support of our robust team of Edward Jones analysts and experts, we design tailored solutions aimed at navigating the financial journeys for each of our clients.Before joining the Edward Jones team, I spent over 25 years working in various corporate leadership positions, with many of those years in financial services. These work experiences have taught me how to solve complex problems, and how to deliver to the highest levels of quality and expectations. Most importantly, my work experiences have taught me how to listen, and how to deeply collaborate with colleagues and clients.I currently live in Fox Point, WI with my wife, Kellie, and our two beautiful boys (Connor and Grant). Kellie and I met while attending Northwestern University. Both of us work for Edward Jones, and we are equally passionate about serving our clients and improving their lives.I look forward to hearing your story, and learning more about your financial goals and dreams. Contact me to understand how we can work together: s••••••••@edwardjones.com; instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    May 2023 — Present · Milwaukee, WI, US

    At Edward Jones, we offer investments, service, and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help clients reach their long-term financial goals.

Education

  • Northwestern University

    BS, Civil Engineering

    1994 — 1998

Skills

  • Business Process Improvement
  • Project Management
  • Strategy
  • Leadership
  • Management
  • Business Intelligence
  • Analysis
  • New Business Development
  • Program Management
  • Process Improvement
  • Forecasting
  • Business Analysis
  • Analytics
  • Vendor Management
  • Visio
  • Cross-Functional Team Leadership
  • Budgets

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Scott Freeze — Financial Advisor at Edward Jones in Milwaukee, WI, US | Unifers