Scott Wick
Senior Vice President - Branch Director at Rbc Wealth Management
Based in Milwaukee, United States
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Seniority
Vp
Department
General Business & Management
Location
Milwaukee
Industry
Financial Services
Company size
8.3K
Contact information
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s•••••••@rbcwealthmanagement.com
Phone
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Background
About Scott Wick
Scott has been helping clients achieve their financial goals for over 28 years. He has been selected by his industry peers as a "Best Personal Wealth Managers in the Milwaukee Area" as published by Milwaukee Magazine for 2009, 2010, 2011, 2012, 2013, and 2014. He has been a member of RBC Wealth Management’s prestigious Chairman’s Council since 2001. In 2004, he earned the firm’s professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, Scott has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies and estate and trust planning strategies. He also serves as Branch Director, working to oversee branch activities and provide guidance to other financial consultants. Scott has been involved with Transcenter for Youth for over 30 years. Transcenter operates five schools dedicated to the education of at-risk children. Transcenter has graduated thousands of at-risk young adults that were in danger of heading toward the dropout category. He takes great pride in the success of these children.
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