Scott Wolford

Director, Financial Planning at Edelman Financial Engines

Scott Wolford, CFP®, has extensive work experience in the financial planning and investment management industry. Scott began their career as a Broker at Brown Church in 1993 and later served as Branch Manager at Perkins Smart & Boyd, Inc. from 1995 to 2007. Following this, they worked as a Financial Advisor at Coe Financial Services, Inc. from 2007 to 2010. Scott then joined The Mutual Fund Store in 2010 as Senior Vice President - Investments until 2016. Scott then moved to Edelman Financial Engines and held various roles, including Senior Vice President - Financial Planning from 2016 to 2019, and currently serves as Director of Financial Planning. Throughout their career, Scott has focused on helping clients achieve their financial goals through personalized investment management and retirement income solutions.

Scott Wolford, CFP®, obtained a Bachelor's Degree in Business Administration and Management with a focus on Finance from Wichita State University, which they completed from 1989 to 1993. Scott also holds an additional certification in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals, obtained in 2021.

Links

Timeline

  • Director, Financial Planning

    September, 2019 - present

  • Senior Vice President - Financial Planning

    September, 2016