Scott Key

Scott is responsible for developing and overseeing client relationships initiated through the retail referral programs and working directly with financial advisors to assist clients with their goals. In addition to planning, Scott is primarily responsible for portfolio creation and risk management. Keeping clients’ investments in line with their risk tolerance is an important building block to overall success and Scott’s focus on their portfolios ensures clients’ financial planning goals remain in reach.

Scott has over 25 years of experience within the financial services industry. He began his career with Charles Schwab & Co. and has since worked in several financial planning and specialist capacities, including as a partner at Merrill Lynch.

Scott is an Economics and Finance graduate of the Wichita State University School of Business.

Scott currently makes his home in The Woodlands, Texas. He has been married to his wife Emily for more than 25 years and has two children. He enjoys hiking, cycling, and working on cars in his spare time.