Bill ScogginsSenior Wealth Advisor

By March 23, 2016
: Washington, D.C.: https://www.linkedin.com/in/bill-scoggins-2118721

Bill Scoggins is a Senior Wealth Advisor. Bill enjoys working with family and institutional clients, helping them clarify and document their priorities and aligning financial and planning strategies with those priorities. Bill coordinates with Keel Point and non-Keel Point resources and experts, helping clients achieve a successful and comprehensive plan.

Prior to joining Keel Point in 2008, Bill was a Wealth Advisor in the Wealth Management Group at UBS Financial Services.  Bill has extensive leadership and management experience in a variety of functions in companies ranging from startups to Fortune 10-sized companies.

Prior to UBS, Bill worked in the telecom and technology services industry, most recently at Verizon.  At Verizon, Bill served in leadership roles within the sales, program management, and network operations functions.  Bill holds an MBA in Finance from George Washington University and a Bachelor of Arts in Economics from the University of Virginia.

Bill is a member at Vienna Presbyterian Church and a graduate of Leadership Fairfax. Beyond Keel Point, Bill enjoys community volunteering and spending time outside with his wife and two children. Bill enjoys golfing, hiking, competing in triathlons and other races.