Scott Mohler

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    Office Phone: 210-524-1049 ext. 36
    Fax: 210-524-8154



    BUSINESS PHILOSOPHY

    To educate my clients so that together we may make the decisions necessary that will give them the financial independence they so desire. This I hope to accomplish by using the resources available to me through a team of professionals with various specialties that will ensure that the decisions my clients make will help address their goals and objectives that will help facilitate financial independence.

    PROFESSIONAL ADVANCEMENT

    • Registered Representative of LPL Financial
    • FINRA Series 7, 63, 65
    • Life, Accident and Health Licensed
    • BA Degree, University of Pittsburgh, 1994
    • 5 Star Wealth Managers Winner ’12, ’13, ’14 & ’15 *
    • Fluent in Spanish
    Securities registrations are held through LPL Financial.

    *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014 & 2015 Five Star Wealth Managers.

COMMUNITY INVOLVEMENT

  • Member, Cross-Bridge Community Church
  • Past President, CYO-St. Elizabeth Ann Seaton Catholic Church
  • Involvement & Fundraising Assistance,
    Comal ISD Foundation
    Bulverde Youth Soccer Association
    Girl Scouts of America
    Soccer for a Cause
    Make-A-Wish Foundation of South Texas
    Eleanor Kolitz Academy

PRODUCTS AND SERVICES