Jeff Scott

Vice President Financial Advisor

Jeff Scott, CFP®, ECA, is currently the Vice President Financial Advisor at CAPTRUST, specializing in equity compensation and comprehensive retirement and wealth planning. They have a demonstrated history in the financial services industry, having held roles at various companies, including E*TRADE and Security Service Federal Credit Union. Jeff holds a Bachelor's degree in Personal Financial Planning from Utah Valley University, where they also studied Financial Planning and Services. Their skills encompass sales, bilingualism, public speaking, leadership, and proficiency in Microsoft Excel.

Previous companies


Org chart

No direct reports


Offices

This person is not in any offices