Scott Rawlins is co-founder and CEO of Farpointe. He is responsible for business development, strategic planning, and consulting with advisors and their teams.
Scott started his career in 1998 at HD Vest Financial Services where he worked for over 23 years through four chapters of ownership. During his tenure he ran numerous departments – including national sales, wealth management support, sales supervision and training and events – and served as the company’s President for three years.
Scott graduated, cum laude, from Winthrop University in Rock Hill, South Carolina, with a B.S. in Business Administration. He holds Series 7, 24, 52 and 53 securities registrations and is a Certified Financial Planner®.
Scott lives in Colleyville, Texas, with his wife, Jamie, and their three daughters.
Why did you decide to get into the financial advice profession?
I had a professor in college who was a financial advisor and told stories about his work with his clients. Those stories reframed my perspective on what it means to be a financial advisor – we are at our best when we solve problems. The stronger our process is the more equipped we are to uncover the most critical elements of each client’s financial story, and armed with that knowledge we can do immeasurable good for our clients. That brought me to where I am now, partnering closely with our advisors who in turn can dramatically change their clients’ lives.
What excites you most about your business?
Our profession provides a critical service that people desperately need. We started Farpointe because we know that there is no such thing as a “cookie cutter” practice. With hundreds of different practices out there, we saw value in creating a forum for connection and continuity between positive and intentional advisors with the goal of inspiring and identifying breakthroughs. I continually learn from the Farpointe team, and from each and every advisor we serve.
What's your favorite place to visit and why?
Our family visited Iceland and Norway a few years back. I had the best cheeseburger I've ever had in a town in Iceland called Akureyri. As time has passed my daughters talk about Iceland as the favorite place they've ever been and I cherish those experiences.