Scott Zeplowitz

About Scott Zeplowitz

As a former business owner and entrepreneur in the hospitality industry, I witnessed how hard it is for many employees to have access to good financial advice. In addition,our family experienced a tragic and life changing event when my father suffered from a long term illness, and had not had enough time to properly prepare financially for the high cost of long-term care expenses. These past experiences have molded the way I approach every individual situation, and allows me to objectively do what’s in the best interest of my clients.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.7 Limestone DriveWilliamsville, NY 14••••••••00Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.CA 0L68322Neither ROI Financial Group nor New York Life Insurance Company or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.ROI Financial Group is not owned or operated by New York Life Insurance Company or it\'s affiliates.

Experience

1. Financial Services Professional

   Roi Financial Group

   Oct 2013 — Present · Williamsville, NY, US

Education

• Buffalo State College

  Bachelor, Business Management

  1996 — 1998

Skills

• Coaching
• Budgets
• Sales Process
• Sales Management
• Contract Negotiation
• Start-Ups
• Negotiation
• Microsoft Office
• Sales
• Insurance
• Marketing Communications
• Financial Analysis
• Food & Beverage
• Sales Operations
• Customer Service
• Team Building
• Online Advertising
• Business Planning
• Forecasting
• Marketing
• Account Management
• Time Management
• Customer Satisfaction
• New Business Development
• Business Development
• Key Account Management
• Marketing Strategy
• Strategic Planning
• Product Development