Scott Wray Joins Conte Wealth Advisors, LLC as a Financial Advisor in Fort Wayne, Indiana
Camp Hill, PA (August 1, 2022) – Conte Wealth Advisors, LLC (CWA) is pleased to announce that Scott Wray has joined the CWA team as a Financial Advisor. Scott expands the firm’s footprint into Fort Wayne, Indiana. In this role Scott will create and monitor financial plans, gather information, and help clients achieve their financial goals.
Scott brings over 40 years of experience to the firm, beginning his career in 1982, his 40-year tenure includes working with large firms such as Wells Fargo, CITI Group and Lehman Brothers. Most recently, he was First Vice President, Investment Officer at Wells Fargo Advisors. In his role with CWA, he will focus on services such as comprehensive financial planning, high net worth investors, retirement planning, portfolio growth, multi-generational and estate planning, and custodial accounts and 529 plans.
“We are exceptionally proud to have Scott join our team,” states Anthony (Tony) Conte, Managing Partner of Conte Wealth Advisors, LLC. “From the first interaction with Scott, it was clear that he would be an incredible asset to our team. We are thrilled to have him spearhead the firm’s expansion into Fort Wayne, Indiana.”
Throughout the years Scott has developed a cost-effective, personalized, and reliable approach to investing. He prides himself on the fact that he takes a step-by-step approach starting with analyzing your financial goals and comparing them to your current investments, with the goal of constructing an overall plan for all of your investments, regardless of where they are held, with elements including your employer’s retirement plan, personal retirement plans, after tax investments, life insurance, long term care solutions.
Scott serves on the Financial Committee of Stop Child Abuse Now (SCAN). Scott holds the FINRA SIE, Series 7, 15, 63, 65; Indiana Life/Health & Variable Annuity License.
ABOUT CONTE WEALTH ADVISORS
Founded in 2006, Conte Wealth Advisors, LLC is a full-service, independent financial services firm that provides innovative, comprehensive planning, wealth management and retirement planning services. With over 150 years of collective industry experience, Conte Wealth Advisors, LLC aims to provide personalized guidance and support in helping individuals achieve what matters most to them. Conte Wealth Advisors is an eight-time Harrisburg Magazine Simply the Best Readers’ Choice winner.
Conte Wealth Advisors, LLC has offices located in Camp Hill, Lebanon, York, and Fort Myers. Conte Wealth Advisors, LLC has advisors in Pennsylvania, Maryland, New York, Florida, Michigan, and Indiana. To learn more about Conte Wealth Advisors, call (717) 975-8800, or visit ConteWealth.com. Connect with them on Facebook and LinkedIn.