Scott Winters is a financial services industry veteran with a wealth of experience in building and managing successful wealth management businesses. With over two decades of experience as a financial advisor, executive, and manager, Winters is a recognized leader in the industry. He has a Bachelor's degree in Business Economics from San Diego State University-California State University, a Graduate Certificate in Retirement Planning from the College for Financial Planning, and an MBA from the Quantic School of Business and Technology.

Winters has held various leadership roles throughout his career, including CEO, chairman, and board member positions, among others. He co-founded, built, and sold one of the fastest-growing wealth management businesses in America, according to Forbes. He has managed and inspired hundreds of employees and has mentored, managed, or trained thousands of financial advisors.

Winters is also an accomplished author, entrepreneur, and speaker. His book, The 10X Financial Advisor, is a popular resource for financial advisors looking to build successful businesses. He is an active board member for several companies and an angel investor.

Winters is licensed with series 7, 24, 63, 65, and Texas life and health, and is a Chartered Retirement Planning Counselor, CRPC®. He is passionate about leveraging technology and practice management disciplines to help financial advisors achieve massive and sustainable business growth.