Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (2024)

Scott Waterman, CFP®, CEBS

VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

  • Report this post

Learn how our multi-asset team thinks about addressing the hurdles that have prevented widespread adoption of personalized investment solutions to date.

2

Like Comment

To view or add a comment, sign in

More Relevant Posts

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    T. Rowe Price is heading to Austin for #2024NAFE from April 28 to May 1. Stop by our booth to learn about our ongoing commitment to TPAs. https://trowe.com/3wjvNFc

    • Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (5)

    5

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    Our research shows that there is a strong correlation between having a formal retirement plan and feeling confident about your retirement outlook.

    Survey Reveals the Growing Importance of Financial Planning for Retirement

    2

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    When it comes to planning for income in retirement, there is value in developing a customized plan. Listen to learn more. https://trowe.com/4b9vgEW

    • Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (11)

    2

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    Don’t stress about every movement that occurred in investment markets worldwide. That’s our job. Read our weekly Market Wrap Up to get the latest insights. https://trowe.com/4aMW91E

    • Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (14)

    3

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    What do you get when 40 T. Rowe Price portfolio managers & analysts meet with the top execs of Silicon Valley? Discover what emerging opportunities we uncovered.

    2

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    Jessica Sclafani discusses how our diversified approach to structuring participants’ fixed income exposure through target date solutions leaves us in a better position to weather multiple market environments. Watch to learn more.

    Video: Get Insights on Personalized Investment Solutions and “Beyond Basic” Diversification troweprice.com

    3

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    We know it was tough to keep track of everything that happened in global markets last week, so we put together a summary for you. Get the rundown here.

    Global Markets Weekly Update troweprice.com

    2

    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    Ready to break free from the traditional retirement timeline? Follow the 6 essential steps to work toward financial independence and retirement by 55 in this guide.

    Six Steps toward Financial Independence and Retire Early (FIRE) hsl-pnw-downloadable-files.s3.amazonaws.com
    Like Comment

    To view or add a comment, sign in

  • Scott Waterman, CFP®, CEBS

    VP, Senior Retirement Sales Executive, T. Rowe Price I Partnering With Financial Professionals To Provide Improved Retirement Outcomes And Confidence For Workforce Participants

    • Report this post

    Need a quick summary of how global markets behaved last week? Here’s a helpful rundown from our analysts.

    Global Markets Weekly Update troweprice.com
    Like Comment

    To view or add a comment, sign in

Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (29)

Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (30)

1,439 followers

  • 536 Posts

View Profile

Follow

Explore topics

  • Sales
  • Marketing
  • Business Administration
  • HR Management
  • Content Management
  • Engineering
  • Soft Skills
  • See All
Scott Waterman, CFP®, CEBS on LinkedIn: Insights on Deploying Personalization in Investment Solutions (2024)

References

Top Articles
Latest Posts
Article information

Author: Patricia Veum II

Last Updated:

Views: 5477

Rating: 4.3 / 5 (44 voted)

Reviews: 91% of readers found this page helpful

Author information

Name: Patricia Veum II

Birthday: 1994-12-16

Address: 2064 Little Summit, Goldieton, MS 97651-0862

Phone: +6873952696715

Job: Principal Officer

Hobby: Rafting, Cabaret, Candle making, Jigsaw puzzles, Inline skating, Magic, Graffiti

Introduction: My name is Patricia Veum II, I am a vast, combative, smiling, famous, inexpensive, zealous, sparkling person who loves writing and wants to share my knowledge and understanding with you.