Scott Winters
Executive Chairman

Scott Winters has had a successful multi-decade career in the financial services industry as a top financial advisor, manager and executive. Notable accomplishments are that he built a wealth management business from zero to over two billion in assets managed across over 20,000 clients. He co-founded, built and sold one of the fastest-growing wealth management businesses in America (according to Forbes). As a CEO, he has managed and inspired hundreds of employees. Scott is a widely recognized speaker, author, entrepreneur, and leader. He has mentored, managed, or trained thousands of financial advisors and helped them achieve greater success. Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable business growth. He is an active board member for several companies and an angel investor. Scott has a BA in Business Economics from San Diego State University. Scott holds the following licenses, series 7, 24, 63, 65 and Texas life & Health. He is also a Chartered Retirement Planning Counselor, CRPC.