Scott Spencer

CEO/COO Realized Financial, Inc.

Life is like a piano. What you get out of it depends on how you play it.
Tom Lehrer
Scott Spencer

Meet Scott

As CEO and COO at Realized Financial, Scott helps to direct the day-to-day operations and oversees the broker-dealer and investment advisory business.

Scott is a financial services industry executive with experience in institutional and retail sales, operations, compliance, alternative investment products, and practice management with over 20 years of practical knowledge. Scott was a Principal in one of the top-ranked producing independent advisory firms in the country and directed practice management & consulting services at a national level. He holds Series 7, 24, 6, 63, 65 & 22 licenses.

Scott is an avid musician and continues writing and occasionally performing around Austin.

Fun Facts About Scott

  • Scott has been nominated for several Grammy’s for his original music.

About Stewardship

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