CoverProfile

Scott R. Mcmillian

Partner, Chairman, Chief Compliance Officer, Investment Committee Member

Sendero Wealth Management

United States, Texas, San Antonio

About Me

Scott co-founded Sendero with the philosophy of protecting and caring for families as if they were his own. He and Fred Middleton created a firm that offers distinct, conflict-free stewardship strategies. Scott has spent decades helping families plan for their financial futures. He worked at one of the nation’s Bix Six accounting firms but realized he wanted to take a more personal approach with clients. This realization led Scott to help build the RIA business for Redstone, eventually co-founding Sendero in 2008 with Fred Middleton. Scott was Sendero’s first CEO and remains chairman. He encourages his colleagues to be strategic in their approach to investing and financial management. Eve

View more

Profile Information

Partner, Chairman, Chief Compliance Officer, Investment Committee Member

Sendero Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Antonio

Texas

United States

Jul 30, 2024

More profiles to browse

Profile Photo
Fred Middleton
Chairman Emeritus
AC
Anne Chilton
Investment Advisor
Profile Photo
Kristina Guder Craig
Chief Financial Officer/ VP of Estate and Tax
FD
Franklin Davis
Portfolio Manager

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management