Todd Scott
Regional Vice President @Highland Capital Brokerage
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Regional Vice President @Highland Capital Brokerage
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US
At E4 Insurance Services I partner with financial advisors, estate planners and tax and legal professionals to provide wealth advisory solutions for their high net worth clients and business owners- Wealth structuring, and transfer- Estate Planning - Retirement Strategies- Business Succession Planning- Charitable Planning- Insurance Analysis
SKILLS
Series 63Financial PlannersWealth ManagementRetirementStrategic Financial PlanningInvestmentsFinancial AdvisoryInsuranceSeries 7Wealth Management ServicesEstate PlanningInvestment AdvisoryMutual FundsAsset AllocationWealthRetirement Planning
ABOUT TODD SCOTT
I am a successful Wealth Structuring and Insurance Specialist with extensive experience…
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