Scott E. Angle

Scott E. Angle

Financial Consultant/ Retirement Benefits Specialist/ Tax Sheltered Plans

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Phone: 813-466-3150
Fax: 813-289-8774
Mobile Phone: 727-967-4615
E-mail:
 

 

 

 

 

 

 

 

Scott E. Angle has been in the financial services industry since 2004, and has received numerous accolades since joining AXA Advisors in 2007. Scott is an active leader with AXA and serves on several leadership committees with the firm.

Scott E. Angle is a member of the "Elite Producer Group" (EPG) The Elite Producer Group is a membership of top producers who meet certain eligibility requirements. EPG members are the most distinguished, innovative and respected financial professionals associated with AXA Advisors. EPG members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners.

In addition to working with high net-worth individuals, Scott is part of a team known as the Retirement Benefits Group (RBG), a specialized division of AXA Advisors. The RBG works with local nonprofit and public school employees to help them build strategies to meet their financial goals throughout their employment and retirement years.

“Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”

 

Services Scott offers:

          Retirement plan rollovers (DROP participants and corporate employees)

          Investment Review Services

          Mutual Funds

          Investment Accounts and Advisory Programs

          Life Insurance Reviews

          Long Term Care Insurance

          401(k) Plan Evaluations

          Wealth Accumulation, Preservation and Transfer Strategies

 

       

Education:

Bachelor of Science Degree in Business/Marketing at Florida State University

Vice President of Florida State University American Marketing Association (AMA)

Accreditation and Professional Credentials:

Financial Industry Regulatory Authority (FINRA) registrations series 7, 66

Life, Health, and Variable Annuity Insurance License: Florida

Retirement Benefits Specialist/Tax Sheltered Plans

 

CA license #0I21368

 

California Insurance License #: 0I21368


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.