Scott Chisholm
Chief Compliance Officer at C&d Wealth Advisors, Inc
Based in Ann Arbor, United States
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Seniority
C-Team
Department
Legal
Location
Ann Arbor
Industry
Financial Services
Company size
4
Contact information
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s•••••••@wealthtender.com
Phone
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Background
About Scott Chisholm
I have been working at C&D, in one capacity or another, since it's inception in 1981. I formally began advising clients in 1996 after graduating from from EMU with my MBA. My goal is to help clients achieve a safe return on investment with the stock portion of their account beating the S&P 500 stock index annually. In addition, I wish to help my clients with thier financial needs, such as estate planning, financial goal setting, taxes, mortgage work and insurances (the last three through independant professionals I know and trust). Specialties: I specialize in investing clients assets in individual stock, bonds and ETF's. Minimum client account is generally around
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