Scott KeyRegional Business Consultant
800-347-3539 x 2
Territories: Arizona, Colorado, Nevada, Utah
Years in industry: 21
Education: Degree in economics from Wichita State University
With more than 20 years of experience in financial services, Scott Key brings a wealth of experience and knowledge to his role as a regional business consultant at Flexible Plan Investments. He is passionate about helping advisors create and build successful fee-based businesses through unique portfolio construction and practice-management techniques. His knowledge of separately managed accounts, mutual funds, ETFs, and client acquisition and retention strategies creates opportunities to help advisors formulate a comprehensive, solutions-based practice.
Scott started his career with Merrill Lynch as a financial advisor and then worked as a vice president with a prominent mutual fund firm. This experience has given Scott the tools to help guide advisors through the daily challenges they face and provide valuable insight into gaining and retaining high-net-worth clients.
Scott studied economics and finance at Wichita State University in Kansas and is pursuing his MBA at Regis University in Denver. He enjoys spending time playing acoustic guitar with friends, mountain biking, and exploring the great outdoors. He lives in Castle Rock, Colorado, with his wife Emily, son Keegan, and daughter Macy.
DEDICATED INTERNAL SALES TEAM
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
Internal Business Consultant248-642-6640 Ext. 190
Debbie has been part of the Flexible Plan team since 1998.
Contact Debbie to schedule a meeting with Scott.
Advisor Administration Manager248-642-6640 Ext. 171
Barb has been part of the Flexible Plan team since 2000.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Manager Client Services248-642-6640 Ext. 131
Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.