CoverProfile

Scott Everly

Executive Vice-President

Wealth Management Resources Inc

United States, Rhode Island, Smithfield

About Me

Scott Everly joined the Wealth Management Resources, Inc. in 2015, and is following in his father’s footsteps, working alongside Art Everly, who has served the financial planning profession for more than 40 years. In January 2016, Scott enrolled with the American College of Financial Services, studying to earn his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations, and considers himself fortunate to able to learn the profession first hand from the other advisors at the firm who are Certified Financial Planner™ professionals. Scott is dedicated and passionate about helping other people and prides himself on taking the time to understand the complex de

View more

Profile Information

Executive Vice-President

Wealth Management Resources Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Smithfield

Rhode Island

United States

Jul 30, 2024

Work Experience

Wealth Management Resources Inc

Executive Vice-President
Mar 2017 - Present
Email: severly@wealthmanagers.com

More profiles to browse

Profile Photo
Todd Casazza
Senior Vice President and CERTIFIED FINANCIAL PLANNER™
PD
Patrick Diamond
Vice President
KW
Kevin Worthley
Executive Vice President
Profile Photo
Arthur C Everly
Co-Founder, President & Principal

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RD
Russ Degitz
Principal
Huntington University