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Scott Salvail

Scott Salvail

Vice President, Wealth and Portfolio Specialist at Steward Partners Investment Advisory, LLC

Bossier City, LA , United States

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

OrganizationRoleDate RangeDetails
Steward Partners Global AdvisoryVice President, Wealth and Portfolio SpecialistApr 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 StanleyAssistant Vice President | Wealth Management AssociateSep 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 StanleyWealth Management Associate | Financial Planning SpecialistJul 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 StanleyFinancial AdvisorApr 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 StanleyRegistered AssociateJun 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 BankerOct 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 BankerAug 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 OfficeClerkAug 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

Customer Service

Others at Steward Partners Investment Advisory, LLC (13)

NameRoleLocation
Andrew Gregory
Andrew Gregory
PartnerSuffolk, VA , United States
Jodie Mrotek
Jodie Mrotek
AssociateMilwaukee, WI , United States
Joseph Fell
Joseph Fell
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Katie Ramsay
Katie Ramsay
Partner, Vice President, and Wealth and Portfolio SpecialistManchester, NH , United States
M
Michael Carilli
Vice President - Wealth and Portfolio SpecialistBoston, MA , United States
Michael Kutsaya
Michael Kutsaya
Head of TradingWarminster, PA , United States
Ali Allen
Ali Allen
Vice President, Partner and Wealth and Portfolio SpecialistWashington, DC , United States
Austin Eppel
Austin Eppel
Senior AssociateMorris Plains, NJ , United States
Crcp Heather Marie Dolce
Crcp Heather Marie Dolce
PartnerPhiladelphia, PA , United States
L
Linda Rozycki
Vice President, Partner and Portfolio Management AnalystFlorham Park, NJ , United States
Showing 1-10 of 13 team members

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