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Scott Boyles, CFP(R)
Brightscape Investment Centers, Inc.
Dallas, Texas - Dallas, Houston
Comprehensive financial planning - Contact Scott Boyles
- Specialties
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- Asset allocation (investment planning)
- comprehensive financial planning
- investment and asset management
- Privacy Policy
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- Your information will be protected. Read more
- Your privacy is important and the advisor will make all good-faith efforts to keep your contact or financial information secure. In the event that the advisor is able to identify another professional who can assist you, then they may share only your contact information with a third party. You can opt out of educational emails at any time.
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About Scott Boyles
I am a fee-only planner.
I offer individualized service based upon my clients' financial goals. Financial planning is a process that evolves over time; I personally work with my clients throughout all of their important life changes. My experience includes working with college graduates just starting out to retired Fortune 500 executives.
First and foremost, I am a fee-only financial planner. This means I am paid by the client and am not being paid a commission to sell a "product". I can remain a truly independent and objective voice while managing my clients' finances to meet their life goals. I provide an unbiased, outside, and professional perspective to best help plan for and achieve goals from a financial standpoint, ultimately leading to personal accomplishments.
Having a financial plan can help you feel more secure and prepared for your future, whether you're nearing retirement or just starting to save. Your life changes, so your plan should too. I can help keep you on track with your objectives so you can reach your ultimate financial goals.
One of my strongest credentials is that I hold the CFP® certification. This means I have met rigorous/extensive certification requirements including initial and continuing education, examination, and experience standards. I adhere to a strict code of ethics and practice standards. In addition, I have ten years of professional experience in financial services.
Experience
- Director, Investment Advisor Representative
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Brightscape Investment Centers, Inc.
January 2004 - August 2009 (5 years 7 months)
- Financial Analyst
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Centex Homes
October 2001 - July 2003 (1 year 9 months)
- Regional Controller
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Brickman Group, Inc
May 2000 - October 2001 (1 year 5 months)
Education
2008
Southern Methodist University
Certificate - Entrepreneurship
2006
Southern Methodist University
Certificate - Financial Planning
1998 - 2000
Southern Methodist University
BBA - Finance
1996-1998
Weatherford College
Related Terms: Portfolio Management, Education, Entrepreneurs
Brightscape Investment Centers, Inc.
3324 McKinney Ave, Suite 301
Dallas, TX 75204
(214) 538-4282
scottboyles@brightscape.com
Contact Scott Boyles
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