portrait of Scott J Wallace
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Scott

At Edward Jones, we strive to make clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.

Throughout my life and career, helping others has been an integral part of who I am and what I do. I chose a career in financial services because I believe I can make a real difference in the lives of the people in my community.

After living abroad for nearly six years and over a decade in DC, I have spent my career managing and implementing large scale puzzles...

Focus Areas

  • Portfolio Reviews
  • New Investors
  • Domestic Partner Finances
  • Sustainable investing
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesJanuary 2021 to Current
  • PYXERA GlobalNovember 2017 to January 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • The School for Intl TrainingMaster of Arts
  • Central Michigan UniversityBachelor of Science

Personal Interests

  • Baseball
  • Community Outreach
  • Gardening
  • Home Improvement
  • Social Responsibility

Team Members

  • Takiya Robinson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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