Barrett Scott
Consultant at Fiducient Advisors- Claim this Profile
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Bio
Credentials
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Series 65
Financial Industry Regulatory Authority (FINRA)Nov, 2016- Nov, 2024
Experience
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Fiducient Advisors
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United States
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Financial Services
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100 - 200 Employee
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Consultant
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Apr 2018 - Present
- Supports the firm's Wealth Office (private high net-worth individuals) - Institutional Consultant and point of contact for some of the firm's Association / Not-For-Profit clients - Supports clients by providing advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. - Provides support to all aspects of account administration - Facilitates transactions and trades within client portfolios - Responds to client requests in a timely and efficient manner - Performance Analyst for D.C.'s TWO clients Fiducient Advisors strives to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. Learn more at fiducientadvisors.com
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ORION Investment Advisors
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1430 Spring Hill Rd. #320. McLean, VA 22102
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Associate
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Jan 2016 - Apr 2018
Responsible for data collection and implementation of Financial Plans for individual clients. Institutional Consultant and point of contact for some of the firm's Association / Not-For-Profit clients. Performance analyst for all Wealth Office clients. Was a member of the firm's Investment Committee. Responsible for data collection and implementation of Financial Plans for individual clients. Institutional Consultant and point of contact for some of the firm's Association / Not-For-Profit clients. Performance analyst for all Wealth Office clients. Was a member of the firm's Investment Committee.
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RBC Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Assistant
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Apr 2014 - Jan 2016
Responsible for marketing and operational duties for The Gerold Group at RBC Wealth Management. Ran a corporate executive services marketing campaign, creating/organizing a marketing initiative to provide 401k and retirement plan services to RBC banking relationships and new relationships. On-boarded three new relationships through the process while creating the opportunity to work with many more in the future. Responsible for marketing and operational duties for The Gerold Group at RBC Wealth Management. Ran a corporate executive services marketing campaign, creating/organizing a marketing initiative to provide 401k and retirement plan services to RBC banking relationships and new relationships. On-boarded three new relationships through the process while creating the opportunity to work with many more in the future.
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Intern
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Jun 2012 - Aug 2012
Worked directly for Senior Vice President, in Investing. Duties focused on research and analysis of 200+ of client investment strategies leveraging UBS proprietary and general market resources. Development activities included participation in prospecting calls with senior UBS advisors and creation of portfolio collateral for clients, specifically that which presented critical financial data such as equity pricing trends, P/E, ROE, PSR, etc. Received feedback from sponsor that I added value to the organization by always being prompt, attentive and consistently inquiring about new ideas for market specific investment strategies and opportunities.
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Education
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2009 - 2013
Clemson University
Bachelor of Science (BS), Business Management -
2006 - 2009
WT Woodson HS
High School
Community
