Capital Strategies, Beyond Wealth
Ronald Scott currently serves as a Personal Financial Representative at Allstate since February 2023 and has been a Financial Services Representative with Capital Strategies, a MassMutual firm, since September 2021. Prior to these roles, Ronald held positions as a Financial Services Professional with NYLIFE Securities LLC from January 2019 to August 2021 and as an Agent with New York Life Insurance Company from December 2018 to August 2021. Ronald also has experience as a Regional Sales Manager with Western Bancorp from November 2017 to June 2018 and with Planet Home Lending from May 2016 to October 2017. Ronald's educational background includes studies at the University of Colorado Boulder and Penn State University.
Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing