About Us
Scott Wigren has been involved in the Financial Services industry since 1979. He holds a degree in Economics from the University of Wisconsin, Eau Claire. His credentials also include the designations of Certified Financial Planner ™ (CFP®) from the College of Financial Planning, Denver, Colorado and is a Raymond James Registered Investment Advisor Representative. As a Certified Financial Planner™ professional, Scott fulfills extensive and ongoing continuing education requirements to remain current and assure that his clients receive up-to-date and comprehensive financial planning information.
Scott has built a broad client base in the Puget Sound region and across the country through referrals from clients and other professionals.
Scott specializes in retirement planning. Working with both retirees and pre-retirees, he develops a personalized strategy based on a foundation of disciplined, conservative investing with an emphasis on preservation of investment principal.
A Pacific Northwest resident since 1977, Scott enjoys hiking, skiing, and water sports. He is married with two children.
Scott has been named to the Raymond James 2012 Chairman’s Council in recognition of outstanding client service and exemplary professional growth. Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.*
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
Matt has joined Alden Capital Management LLC as a Registered Investment Advisor Representative and Financial Advisor. He holds a BA degree from Gonzaga University in Political Science with a minor in Economics. In addition, he earned the CELTA (Certificate in English Language Teaching to Adults) from Cambridge University while studying in Vietnam.
He has passed the General Securities Representative Exam (Series 7), the Uniform Combined State Law Exam (Series 66) and four weeks of supplementary coursework at the Raymond James home office.
Matt played on the Gonzaga Men’s Lacrosse team, and enjoys playing and coaching Lacrosse with a variety of teams on the Eastside and Seattle.
Carol assists Scott and Matt in operations, new accounts, research, and client presentations. She also manages the website and the weekly and monthly electronic newsletters to clients. She holds a BA in English and Minor in Business Administration from UCLA. She has passed her Series 7, Series 63, and Series 65 exams. When Scott and/or Matt are unavailable, she is licensed to buy and sell securities and offer investment advice in certain states. Carol's hobbies include reading, cooking, and traveling with her husband and son.
Nancy is Scott's wife. She holds a BA in Classical Studies from the University of Washington (Seattle). She has passed her Series 7 and Series 63 exams, and is licensed to buy and sell securities in Washington. Nancy's hobbies include travelling, hiking, skiing, and reading.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
1.JPG)
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
|
CFP® | CERTIFIED FINANCIAL PLANNER™ | |
