Scot Smith

Supervising Principal and Registered Assistant

Scot Smith is a results-driven investment professional currently serving as the Director of Marketing and Information Systems at Flathers Wealth Management, where they create strategic campaigns to attract clients and enhance services. Scot also holds the role of Supervising Principal at Osaic, managing client accounts and compliance for investment transactions. Previously, Scot contributed to Toyota North America as a Regional Scion Manager, effectively promoting the Scion brand and maximizing sales through strategic marketing initiatives. Scot earned a Bachelor of Science in Business, Management, Marketing, and Related Support Services from the Rochester Institute of Technology.

Location

Dallas, United States

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