Eric Scott Financial Employee Directory

Financial ServicesUtah, United States2-10 Employees

Eric Scott Financial is a financial services firm based in St. George, Utah, that concentrates on tax planning and diversification strategies with a emphasis on IRAs. The company aims to help clients reduce various tax liabilities, including income, Social Security, capital gains, estate, and certain securities taxes, by tailoring strategies to individual circumstances. Its client base appears to include individuals and families seeking tax-efficient financial planning, with a focus on diversification and personalized objectives informed by the advisor’s experience and commitment to client satisfaction. Investment advisory services are provided through Horter Investment Management, LLC, a SEC-registered advisor, while insurance and annuity products are offered directly through Eric Scott Financial; securities transactions for Horter clients are routed through multiple brokerage platforms.

Find Eric Scott Financial employees' phone numbers or email addresses

Eric Scott Financial Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Eric Scott Financial's Leadership

  • Stylized image of a person
    E. S.
    President/Registered Investment Advisor
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  • Stylized image of a person
    K. S.
    Executive Assistant Office Manager
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  • Stylized image of a person
    J. T.
    Associate Advisor
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Eric Scott Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Program & Project Management

Contact profiles from Eric Scott Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. S.
    President/Registered Investment Advisor
    Phone icon
    United StatesSouth Carolina
    Apr 14, 2026
  • Stylized image of a person
    K. S.
    Executive Assistant Office Manager
    Phone icon
    United StatesUtah
    Jun 08, 2026
  • Stylized image of a person
    J. T.
    Associate Advisor
    Phone icon
    United StatesUtah
    Oct 16, 2024

Frequently Asked Questions

What is Eric Scott Financial known for?

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Eric Scott Financial was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 43 South 100 East Suite 201 St. George, Utah 84770 United States; you can contact the main corporate office by phone at . Explore Eric Scott Financial's company overview page for more information.

What is Eric Scott Financial's most common email format?

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Eric Scott Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eric Scott Financial email formats with LeadIQ.

How many employees does Eric Scott Financial have currently?

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Eric Scott Financial has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Eric Scott Financial's key employees and leadership?

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As of February 2026, Eric Scott Financial's key employees include:

  • President/Registered Investment Advisor: E. S.
  • Executive Assistant Office Manager: K. S.
  • Associate Advisor: J. T.

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