Scott Winters, CEO and Co-Founder, EQIS
Scott's multi-decade career in financial services has spanned the largest wire house firms to the independent channel. As a top advisor, trainer, and manager of advisors, he continuously rewrote the book on the use of technology by advisors. Examples of his approach include increasing efficiency with practice management systems, improving client relations by using customer relationship management (CRM) software, and use of tools for analyzing investors’ costs and asset allocations. Scott's vision in founding EQIS was and is to empower advisors with all the resources, guidance, and technology that they need to perfectly serve their clients with the utmost trust, competence, and confidence. Scott earned a BA in business economics from San Diego State University.
