Scott Winters, MBA, CRPC

Scott Winters, MBA, CRPC is a seasoned financial services industry professional with a diverse and extensive career spanning multiple decades.12 He currently holds several key positions in the financial sector:

Current Roles

• CEO and Chairman of the Board at Financial Gravity, a publicly traded holding company that manages various financial services businesses12
• Board Member at MPath Advisor Resources, Inc. since 20201
• Executive Chairman at Applied Behavioral Finance, Inc. and Sofos Investments, Inc.1
• Board Member at Tax Master Network1

Professional Background

Scott Winters has built an impressive career in financial services, with notable achievements including:

• Co-founding and building a wealth management business that grew to manage over $2 billion in assets across more than 20,000 clients2
• Serving as CEO, Chairman of the Board, and Co-Founder of EQIS from 2003 to 20171
• Working as a Financial Consultant and Sales Trainer at Merrill Lynch from 1995 to 20001

Education and Certifications

• MBA from Quantic School of Business and Technology12
• Bachelor's degree in Business Economics from San Diego State University1
• Graduate Certificate in Conflict Resolution from Cornell University1
• Chartered Retirement Planning Counselor (CRPC) certification12

Additional Accomplishments

Scott Winters is also an author, having written "The 10X Financial Advisor," a book aimed at helping financial advisors grow their practices.12 He is recognized as a speaker, entrepreneur, and leader in the financial services industry, known for mentoring and training thousands of financial advisors.2

Scott holds several financial industry licenses, including Series 7, 24, 63, 65, and Texas Life & Health.12 His expertise and leadership have contributed to changing the landscape of technology use and practice management in the financial advisory field.2