Scott Salvail
Vice President, Wealth and Portfolio Specialist at Steward Partners Investment Advisory, LLC
About
Scott Salvail is Vice President, Wealth and Portfolio Specialist at Steward Partners Global Advisory, based in Bossier City, Louisiana. In this role, he works with the Poljak Group Wealth Management team, providing high-net-worth clients with investment strategy guidance, portfolio construction, and tailored wealth management solutions. His expertise includes coordinating diversified asset allocations across equities, fixed income, and alternative investments, with a focus on serving clients in the greater Louisiana region.
Previously, Scott held senior positions at Morgan Stanley, including Assistant Vice President and Wealth Management Associate, where he specialized in comprehensive financial planning and client relationship management. His background demonstrates a deep knowledge in portfolio design and risk-adjusted investment strategies, serving a broad client base that includes business owners, executives, and multigenerational families.
Scott holds a Bachelor's degree in Economics from Louisiana State University. He is recognized for his thoughtful, client-centric approach and his ability to implement sophisticated investment plans, particularly within the equity and fixed income sectors. Throughout his career, Scott has been instrumental in helping clients navigate complex markets and achieve long-term financial objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Steward Partners Global Advisory | Vice President, Wealth and Portfolio Specialist | Apr 2021 to Present | Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth ... |
| Morgan Stanley | Assistant Vice President | Wealth Management Associate | Sep 2019 to Apr 2021 | The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partner... |
| Morgan Stanley | Wealth Management Associate | Financial Planning Specialist | Jul 2018 to Sep 2019 | The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partner... |
| Morgan Stanley | Financial Advisor | Apr 2015 to Jul 2018 | Responsibilities included completing proprietary training in finance, wealth planning, and investment strategies and product knowledge. Effectively source business prospects and employ client acquisit... |
| Morgan Stanley | Registered Associate | Jun 2014 to Apr 2015 | Responsibilities included but are not limited to: reviewing client accounts, verifying order executions, working with clients to facilitate registered transactions, assisting clients with document req... |
| JPMorgan Chase & Co. | Chase Private Client Banker | Oct 2013 to Jun 2014 | Responsibilities included delivering a high-touch and superior service experience to a portfolio of affluent clients who have a minimum of $500K in liquid/investable assets. Adopt a proactive and disc... |
| JPMorgan Chase & Co. | Licensed Banker | Aug 2011 to Oct 2013 | Responsibilities included generating growth in balances through the sale, marketing, promotion, and referral of products utilizing a proactive and disciplined approach. Taking a lead role to create an... |
| United States Attorneys Office | Clerk | Aug 2009 to May 2011 | Answered phone calls in a manner consistent with the office policy. Performed a variety of special assignments of a one-time or recurring nature for legal assistants; Routinely able to plan and/or org... |
Education
Louisiana State University
Bachelor, Economics
2006 — 2011
Skills & Expertise
Others at Steward Partners Investment Advisory, LLC (13)
| Name | Role | Location |
|---|---|---|
| Partner | Suffolk, VA , United States | |
| Associate | Milwaukee, WI , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Partner, Vice President, and Wealth and Portfolio Specialist | Manchester, NH , United States | |
M Michael Carilli | Vice President - Wealth and Portfolio Specialist | Boston, MA , United States |
| Head of Trading | Warminster, PA , United States | |
| Vice President, Partner and Wealth and Portfolio Specialist | Washington, DC , United States | |
| Senior Associate | Morris Plains, NJ , United States | |
| Partner | Philadelphia, PA , United States | |
L Linda Rozycki | Vice President, Partner and Portfolio Management Analyst | Florham Park, NJ , United States |
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