Topline | Scott Embree

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Scott Embree

Partner at Advanced Business Partners LLC

Intro Book

Seasoned finance professional with 14+ years of experience in wealth management and leadership.

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Location

Grand Rapids, Michigan, United States, US

Languages

English -
Spanish -

Skills

Finance
Leadership
Investments
Insurance
Sales
Retirement
Customer Service
Disability Insurance
Marketing
Financial Analysis
Securities
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Scott has 14 years of experience in wealth management, which is a significant amount of time. He also has a BBA degree from Grand Valley State University, which is a reputable institution. His certification by the National Association of Insurance and Financial Advisors adds to his credibility. Skills like finance, leadership, and customer service are in demand, especially in the wealth management industry. Location is Grand Rapids, Michigan, which is not a major hub for finance professionals. Considering these factors, I estimate his hourly rate to be around $125. This is slightly lower than the national average for finance professionals with similar experience and education, but it's still a competitive rate in the Midwest region.

Bio

Generated by

Topline AI

Scott Embree is a seasoned finance professional with 14+ years of experience in wealth management, leadership, and customer service. He holds a BBA degree from Grand Valley State University and is certified by the National Association of Insurance and Financial Advisors.

Credentials

LACP

National Association of Insurance and Financial Advisors

Jul, 2018
- Apr, 2026

Experience

Advanced Business Partners LLC
- Michigan, United States
- Partner
  - May 2022 - Present
  - Michigan, United States
Embree & Co. Wealth Advisory
- Grand Rapids, Michigan, United States
- Wealth Advisor
  - Aug 2009 - Present
  - Grand Rapids, Michigan, United States
  3309 W. Silver Lake Rd Suite A.Fenton, MI 48430708.309.0406Securities and investment advisory services offered through Osaic Wealth Inc. member FINRA/SIPC. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc. Please visit our website for additional disclosures.http://www.holvickandassociates.com//
Olympia Fields Country Club
- Caddie
  - Apr 2000 - Aug 2007
  Ensured a pleasurable golfing experience for my clients by locating golf balls, carrying clubs, cleaning balls and clubs, finding accurate yardage, and offering sound advice.
Standard Bank & Trust Co.
- Intern - Accounting Dept.
  - Apr 2006 - Aug 2006
  Balanced Daily Cash Position, Accounts Payable, FASB 91 Compliance, Reported Income and Balance Sheets to Board Members, Balanced Security Positions and Reported Investment Activity to CFO, Prepared Call and FR-Y, Completed Interbank Liability Reg F, Planning of Business Continuity Plan

Education

2005 - 2009

Grand Valley State University
BBA, International Business, Finance, Spanish

2005 - 2009

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Scott Embree

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$125.0

Hourly Rate