Scott O'Keeffe

AVP, Partner Development at United Planners

Scott is an AVP of Partner Development and a Succession Coach with United Planners. He currently holds his Series 7, 24, 53, 63, and 65 and life and health licenses. Scott started working for United Planners in 2011 but began his career in financial services in 1996. When not working, Scott enjoys spending time with his family.

Location

Scottsdale, United States

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Offices


United Planners

United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors.


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Employees

51-200

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