Scott Monroe, CFA®, CFP®
Director of Advisory Services
Mr. Monroe joined Towneley after over 25 years in the wealth management industry. His experience in serving clients and empowering teams to deliver an exceptional client journey are key to his leadership role in Towneley’s advisory division.
Background
Prior to joining Towneley, Mr. Monroe spent 15 years serving advisory firms and their clients as a Vice President at TD Ameritrade. Prior to TD, he held wealth management positions at Fidelity Investments, Registered Investment Advisory firms and Pacific Investment Management Company (PIMCO). He is an international business graduate of the University of Hawaii, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER™ certificant.
Outside of Towneley
Outside of work, Scott is passionate about surfing, snowboarding and travel. He and his family live in San Clemente, CA.