Scott Werner, Executive Vice President
Capital Strategies Beyond Wealth
Scott doesn't like the word "no". His ethos has always been about finding the "yes". And, yes, that includes even his chosen profession. Scott didn't seek out a career in the world of finance, but he was drawn to it, nonetheless.
Growing up in Austin, Texas, Scott witnesses the dot-com craze and investment firm opportunities that followed in its wake. He started with global independent investment management firm grinding out the long hours behind a desk. Scott witnessed family and friends make financial mistakes because they didn't have a trusted advisor. After a few years, Scott decided to make a career move to an advisor role to help everyone who had asked for advice in investing, insurance, and planning. He wanted to be a different kind of advisor; he was and still is committed to putting the needs of his clients first, knowing that doing so always results in a strong business relationship.
Scott began to build his financial planning practice with AXA Equitable in 2003. He earned his accreditations; he knew the industry, and, most importantly, he cared about the outcome for his clients. Within three years, Scott was promoted to Vice President at AXA Equitable.
In 2009 he was recruited to New England Financial, a MetLife Company, as Managing Sales Director. Over the next few years assisting with firm mergers and acquisitions, Scott was names Executive Vice President of Capital Strategies as MetLife Company. In 2016 Capital Strategies became a part of MassMutual. His can-do attitude helped form a culture of advisors seeking solutions and overcoming obstacles to serve clients' needs.
Scott is optimistic about Capital Strategies' future and the landscape of "yes" before them. He is part of a leadership team that provides considerable resources and processes, a healthy culture of teamwork, and better outcomes for clients and advisors.
Scott and his family love the outdoors from mountains to shore. They appreciate good food and especially enjoy family time cooking together.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Scott’s Licenses and Disclosures