Scott Vlasi, CFP, CRPC
Senior Financial Advisor
Managing Director - Investments
Background
For over 20 years, Scott has been providing sound investment plans, targeting the financial goals of his clients. Originally from Long Island, New York, he began his financial career with Dreyfus Mutual Funds in New York City. A 2005 move to San Antonio, Texas led Scott to serve as Vice President of investments for Bank of America/Merrill Lynch. In May 2012, he joined Wells Fargo Advisors as Senior Vice President – Investment Officer where he and his team aim to provide the highest level of professional service to their clients, all while maintaining a personal connection to each of them and their families. Scott prides himself as a man of character and integrity, advising each of his clients as if he or she was a member of his immediate family.
Education
Scott earned a Bachelor of Science degree in Business Administration from the University of the Incarnate Word. He also holds two highly distinguished designations within the financial services industry: The Certified Financial Planner™ or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Chartered Retirement Planning Counselor™, or CRPC® designation from the College for Financial Planning. To earn these designations, Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. He also intends to complete ongoing, continuing education throughout the remainder of his career. Prior to his financial industry experience, he owned and operated a successful small business for over ten years.
Personal Time
Away from the office, Scott enjoys spending time with his wife, Jennifer, and daughters, Abygail, and Jillian. His enjoys travel, reading, outdoor activities, movies, trivia, and driving his 2000 Plymouth Prowler. Committed to helping his community prosper, Scott and his family are heavily involved in church and community volunteer work. They continuously support organizations that they hold near and dear to their hearts, including the local food banks, parent associations within their school district, animal rescue/humane societies, and St. Jude Children’s Research Hospital.
Client First
The last thing you need in your busy life is a complex web of financial relationships. As a client of Wells Fargo Advisors, you will enjoy the convenience and clarity of coordinating much, if not all, of your financial life though a single point of contact – Scott and his team. It is a distinct advantage of working with one of the world’s premier financial institutions. Scott and his team look forward to extending their services to you and your family.
For over 20 years, Scott has been providing sound investment plans, targeting the financial goals of his clients. Originally from Long Island, New York, he began his financial career with Dreyfus Mutual Funds in New York City. A 2005 move to San Antonio, Texas led Scott to serve as Vice President of investments for Bank of America/Merrill Lynch. In May 2012, he joined Wells Fargo Advisors as Senior Vice President – Investment Officer where he and his team aim to provide the highest level of professional service to their clients, all while maintaining a personal connection to each of them and their families. Scott prides himself as a man of character and integrity, advising each of his clients as if he or she was a member of his immediate family.
Education
Scott earned a Bachelor of Science degree in Business Administration from the University of the Incarnate Word. He also holds two highly distinguished designations within the financial services industry: The Certified Financial Planner™ or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Chartered Retirement Planning Counselor™, or CRPC® designation from the College for Financial Planning. To earn these designations, Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. He also intends to complete ongoing, continuing education throughout the remainder of his career. Prior to his financial industry experience, he owned and operated a successful small business for over ten years.
Personal Time
Away from the office, Scott enjoys spending time with his wife, Jennifer, and daughters, Abygail, and Jillian. His enjoys travel, reading, outdoor activities, movies, trivia, and driving his 2000 Plymouth Prowler. Committed to helping his community prosper, Scott and his family are heavily involved in church and community volunteer work. They continuously support organizations that they hold near and dear to their hearts, including the local food banks, parent associations within their school district, animal rescue/humane societies, and St. Jude Children’s Research Hospital.
Client First
The last thing you need in your busy life is a complex web of financial relationships. As a client of Wells Fargo Advisors, you will enjoy the convenience and clarity of coordinating much, if not all, of your financial life though a single point of contact – Scott and his team. It is a distinct advantage of working with one of the world’s premier financial institutions. Scott and his team look forward to extending their services to you and your family.