Scott Portlock, CFP®, CLU®

Wealth Advisor - San Antonio Office

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

CFP Logo

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.