Cfp Scott Mcpheeters

FAQ About Cfp Scott Mcpheeters

• What is Cfp Scott Mcpheeters's address?

  Cfp Scott Mcpheeters is located at
  Grand Rapids, Michigan, United States

• What is Cfp Scott Mcpheeters's job title?

  Cfp Scott Mcpheeters is a
  My career in financial services began in 2005 after graduating from Calvin College. Early in 2021, after fifteen years with another firm, I joined Benjamin F. Edwards. Recently I joined Todd Brandstadt and Debbie Tallman as a partner on the Omada Wealth Advisors team. Sandy Williams, our Senior Registered Financial Client Associate, who has worked with Todd and Debbie since 2003, works with us to fulfill our client goals and objectives. We enjoy partnering with our clients and their other trusted advisors to define financial goals, develop strategies to reach these goals, and regularly review our progress. As a commitment to serving my clients, I satisfied the education, examination, experience, and ethics requirements for the CFP certification in 2022. I have been married to Heidi for 19 years and we have two children, Ellery (10), and Graham (7), and a goldendoodle, Sadie. Outside of the office, our family can most often be found enjoying the outdoors- spending time at the family cottage, boating, biking, and running in the summer months, and embracing northern Michigan’s ski hills during the winter. Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not provide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and should not be considered an endorsement or testimonial. Benjamin F Edwards

• What industry does Cfp Scott Mcpheeters currently work in?

  Cfp Scott Mcpheeters currently works in the
  Benjamin F Edwards

• What is Cfp Scott Mcpheeters's area of expertise?

  Cfp Scott Mcpheeters specializes in
  My career in financial services began in 2005 after graduating from Calvin College. Early in 2021, after fifteen years with another firm, I joined Benjamin F. Edwards. Recently I joined Todd Brandstadt and Debbie Tallman as a partner on the Omada Wealth Advisors team. Sandy Williams, our Senior Registered Financial Client Associate, who has worked with Todd and Debbie since 2003, works with us to fulfill our client goals and objectives. We enjoy partnering with our clients and their other trusted advisors to define financial goals, develop strategies to reach these goals, and regularly review our progress. As a commitment to serving my clients, I satisfied the education, examination, experience, and ethics requirements for the CFP certification in 2022. I have been married to Heidi for 19 years and we have two children, Ellery (10), and Graham (7), and a goldendoodle, Sadie. Outside of the office, our family can most often be found enjoying the outdoors- spending time at the family cottage, boating, biking, and running in the summer months, and embracing northern Michigan’s ski hills during the winter. Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not provide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and should not be considered an endorsement or testimonial.

• Which languages does Cfp Scott Mcpheeters speak? 

  Cfp Scott Mcpheeters speaks the following languages:
  No languages available.

• Which industries has Cfp Scott Mcpheeters previously worked in?   

  Cfp Scott Mcpheeters has prior experience in the following industries:
  Edward Jones

• What is Cfp Scott Mcpheeters’s work experience?  

  Cfp Scott Mcpheeters has the following professional experience:
  Benjamin F Edwards , Edward Jones .

• How can I find Cfp Scott Mcpheeters on LinkedIn?  

  You can view Cfp Scott Mcpheeters’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Scott Mcpheeters’s work email addresses?  

  Cfp Scott Mcpheeters’s work email addresses are
  [email protected].

• What company does Cfp Scott Mcpheeters work for?  

  Cfp Scott Mcpheeters works at
  Benjamin F Edwards