Scott Werner
President & CEO at Capital Strategies, Beyond Wealth | Austin, Texas Metropolitan Area
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Scott Werner serves as the President & CEO of Capital Strategies and Beyond Wealth, where he leverages his extensive expertise in financial management to guide clients through the complexities of wealth accumulation and preservation. With a robust background in property and casualty insurance, Scott has positioned himself as a trusted advisor for both personal and commercial clientele across Texas, Colorado, and New Mexico. His commitment to developing comprehensive financial strategies is evident in his approach to retirement planning and estate conservation, ensuring that each client’s unique needs are met with precision and care.
Under Scott’s leadership, Capital Strategies has embarked on several key projects aimed at enhancing client engagement and financial literacy. He has implemented innovative wealth management services that not only address immediate financial concerns but also lay the groundwork for long-term success. Scott’s focus on executive leadership and recruiting has fostered a dynamic team environment, enabling the agency to attract top talent and expand its service offerings.
Scott’s proficiency in financial planning and services is complemented by his ability to navigate the intricacies of insurance markets, making him an invaluable resource for clients seeking to protect their assets while maximizing growth opportunities. His holistic approach to financial management empowers clients to achieve their short- and long-term objectives, reinforcing his reputation as a leader in the industry. With a dedication to excellence and a passion for helping others, Scott Werner continues to make significant strides in the financial services landscape.
President & CEO at Capital Strategies, Beyond Wealth in July 2016 to Present
Executive Vice President at Capital Strategies, Beyond Wealth in March 2017 to Present
Managing Sales Director at Capital Strategies of MetLife in June 2009 to March 2017
Vice President at AXA Advisors in January 2006 to June 2009
Financial Adviser at AXA Advisors in October 2003 to January 2006
Investment Representative at Invesco in March 2000 to October 2003
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Property and Casualty Insurance
Executive Leadership
Wealth Management Services
Financial Planning
Financial Services
Recruiting
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Discover more about Capital Strategies, Beyond WealthWhat is Scott Werner email address?
Email Scott Werner at [email protected] and [email protected]. This email is the most updated Scott Werner email found in 2026.
What is Scott Werner phone number?
Scott Werner phone number is +14044148850 and +12816866899.
How to contact Scott Werner?
To contact Scott Werner send an email to [email protected] or [email protected]. If you want to call Scott Werner try calling on +14044148850 and +12816866899. (updated on September 13, 2024)
What is Scott Werner net worth?
Scott Werner has an estimated net worth of $150,000 to $249,999
What company does Scott Werner work for?
Scott Werner works for Capital Strategies, Beyond Wealth
What is Scott Werner's role at Capital Strategies, Beyond Wealth ?
Scott Werner is President & CEO
What industry does Scott Werner work in?
Scott Werner works in the Financial Services industry.
Scott Werner Email Addresses
Scott Werner Phone Numbers
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