![Scott Udall Fortney](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. Scott U.
Fortney is a Vice President of Wealth Management at Reilly Financial Advisors LLC.
He manages wealth management services for clients developed through relationships with offices in Colorado, Utah and Arizona.
He is highly proficient in the application and management of tax strategies, estate planning alternatives and preservation of wealth into and throughout retirement, and serves his clients with a deep understanding of securities markets and investment management strategies.
He has been in the financial services profession for the better part of over two decades.
Prior to joining Reilly Financial Advisors, Mr. Fortney served as president of Guardian Capital Management in Park City, Utah.
Mr. Fortney graduated from Brigham Young University.
Precedenti posizioni note di Scott Udall Fortney
Società | Posizione | Fine |
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Reilly Financial Advisors LLC
![]() Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 03/01/2022 |
Formazione di Scott Udall Fortney
Brigham Young University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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Reilly Financial Advisors LLC
![]() Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
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