Scott Immel

Financial Advisor

The personal relationship with clients is one of the most important aspects of my job. Life is all about relationships and TRUST is the biggest factor in any relationship.  I do not take the responsibility of managing family and business assets lightly. High-net worth people require time to run their day-to-day activities.  An advisor needs to be a part of this process to help with growing an estate, preserving an estate, or creating an overall estate plan that will affect future generations.  I work with high-net-worth money management teams, along with CPA's and attorneys to accomplish these goals.   

I am a lifetime resident of Fredericksburg, Texas and married to my wife, Jenny Keeling Immel. Jenny is a high school counselor, and we have two boys, Cole and Brooks. We are members of St. Mary's Catholic Church in Fredericksburg. I enjoy playing golf and spending outdoor time with my family. Family and close friends are very important to me. My parents and three siblings and spouses all reside in Fredericksburg. I am fortunate to have many lifetime friends that have stayed in the area. I like spending time with all of our friends and family, enjoying good times together. 

I hold the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations. In addition, I am licensed in Life, Accident, Health, and HMO by the Texas Department of Insurance. I am licensed in multiple states and am a Registered Representative and Investment Advisor Representative with Securities America.