Basic Information
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Company
Platinum Wealth Solutions of Texas, LLC -
Phone
5127918910 -
Mobile phone
5127918910 -
Email
sschiller@pws-texas.com -
Describe How You Would Like To Be Introduced Via Email
Scott – "Client Name" is a great client of mine who requested an introduction to a financial advisor and I though you would be a great name to put forward. -
What is your "why"? Why do you do what you do?
As an 19 year veteran of the financial services business, I have dedicated my professional life in helping my clients achieve their financial dreams. As a fellow Millennial, I can relate to the unique challenges of planning for their future. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Would you like any help from a financial planner in your life?
Do you currently have a financial plan?
Do you have any financial concerns? -
Unique Selling Proposition
My background as a financial services wholesaler - I spent 12 years working with thousands of financial advisors giving me a unique perspective in serving individuals directly. Also being a Certified Financial Planner® demonstrates my dedication to serving clients at the highest level of care. -
About me
Scott Schiller is a Wealth Management Fiduciary with Platinum Wealth Solutions of Texas, LLC, a San Antonio based financial services firm whose mission is to positively impact the lives, lifestyles and legacies of the individuals, families, and businesses they serve.
Prior to joining the firm, Scott held the position of Regional Vice President for Jackson Financial Inc., a leading retirement income distribution firm. For 12 years, his responsibility as an external wholesaler included educating and supporting financial advisors in all aspects of their businesses. Here he was routinely among the top performing executives as he achieved several sales and leadership awards. For him, being able to use this experience to help individuals, professionals, and business owners plan their financial future is the culmination of a life-long dream.
Prior to joining the firm, Scott held the position of Regional Vice President for Jackson Financial Inc., a leading retirement income distribution firm. For 12 years, his responsibility as an external wholesaler included educating and supporting financial advisors in all aspects of their businesses. Here he was routinely among the top performing executives as he achieved several sales and leadership awards. For him, being able to use this experience to help individuals, professionals, and business owners plan their financial future is the culmination of a life-long dream.
Scott resides in Austin, TX. He is the father of two beautiful children, Emma and Wyatt. In his free time, he enjoys reading, astronomy, camping, and jazz. Scott is an active member in his community and can be found coaching little league baseball. And when it comes to sports, he is either cheering on his alma mater the Florida State Seminoles or the Baltimore Orioles. -
Profession
Certified Financial Planner® -
Title
Wealth Management Fiduciary -
Hobbies and interest
Swimming, Golf, Sports Cards, Astronomy -
Website
www.schillerweatlh.com
Contact Information
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City / Town
Bee Cave -
State
TX -
Zip
78738 -
Country
United States -
Special offers to the group
Complimentary Financial Plan -
Google Business Review URL
N/A -
Facebook Business Page URL
N/A -
LinkedIn Profile
https://www.linkedin.com/in/scott-schiller-cfp-cfs/
Education
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College / University
Florida State University -
Graduation Year
2007