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ML&R Wealth Management LLC
Maxwell Locke Ritter

Scott Adair

Wealth Management Associate

Professional Experience

As a Registered Investment Advisor Representative and a Certified Financial Planner (CFP®) Scott believes in a comprehensive approach to wealth management. Scott provides long-term financial planning for clients and assists clients with their day to day needs associated with the wealth management process. Prior to joining ML&R Wealth Management in 2012, Scott was a web developer and researcher for the Texas Legislative Reference Library in the State Capitol. While working there Scott completed the University of Texas Certified Financial Planning program and earned his Series 65 License.

Industry Focus

  • Wealth Management
  • Investment Management
  • Retirement Planning
  • Education Planning
     

Education

University of Texas at Austin
Certified Financial Planning Certificate Program
Masters in Library and Information Science
Bachelor of Science in Sociology

Community

Current: Austin Soccer Foundation, Board Member/Treasurer; Meals-on-Wheels, Volunteer

Past: Austin Town Lake Animal Center, Volunteer
 

Affiliations

CERTIFIED FINANCIAL PLANNER ™