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Scott H
Series 63, Series 66
St Louis, MO
Holistic Finance LLC
Scott Humphrey is a financial advisor with Holistic Finance LLC in St. Louis, MO, holding the Series 63 and Series 66 designations and two years of industry experience. Prior to joining Holistic Finance, he worked at Claris Advisors LLC and Wells Fargo Clearing Services. Humphrey is also involved in licensed insurance sales and services as part of his role at Holistic Finance. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and ERISA 3(21) retirement plan advisory services. The firm’s investment approach incorporates fundamental analysis and client-specific objectives, offering a range of strategies from long-term holdings to trading and private placements, combined with integrated financial planning and portfolio monitoring.
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