Scott Portlock, CFP®, CLU®

Bringing more than 26 years of experience in financial services with him, Scott Portlock joined Global Wealth Advisors in 2023. Serving clients in the San Antonio office as a wealth advisor, he previously spent 12 years as a senior financial consultant with Business Financial Group (BFG) in their individual financial consulting department. During the 14 years prior to BFG, he served as a financial advisor, with 5 years at Merrill Lynch and the remainder with independent financial planning firms in Pennsylvania and New Jersey.

Scott received a Bachelor of Science in business administration in accounting from Georgetown University where he also ran track as a scholarship athlete. He went on to earn an MBA in finance from Lehigh University in Bethlehem, Pennsylvania.

Scott holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also holds FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. He is life, health, and variable insurance licensed and is a Chartered Life Underwriter® (CLU®).

When he is not at the office, Scott enjoys spending time with his family.

CERTIFICATIONS

Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.