Scott Winters

Scott Winters

CEO

Scott Winters has had a successful multi-decade career in the financial services industry as a top financial advisor, manager, and executive. Notable accomplishments are that he built a wealth management business from zero to over two billion in assets managed across over 20,000 clients. He co-founded, built, and sold one of the fastest-growing wealth management businesses in America (according to Forbes). As a CEO he has managed and inspired hundreds of employees. Scott is a widely recognized speaker, author, entrepreneur, and leader. He has mentored, managed, or trained thousands of financial advisors and helped them achieve greater success.

Scott is the author of the widely popular book, The 10X Financial Advisor, which is dedicated to helping advisors turn their practice into a thriving leveraged business. Scott has continuously helped change the landscape of the use of technology and practice management disciplines to help advisors achieve massive and sustainable business growth. He is an active board member for several companies and an angel investor. Scott has an MBA from Quantic School of Business and Technology. Scott holds the following licenses, series 7, 24, 63, 65, and Texas life & Health. He is also a Chartered Retirement Planning Counselor, CRPC®

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