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Scott Conroy

Managing Partner, Business Consulting & Training

Scott Conroy serves as Managing Partner of Carson’s Coaching and Consulting division. His primary goal is to ensure these teams are helping content members, coaching members, and Carson Partners achieve the highest success through their relationship with Carson.

The team Scott leads also supports the organic and inorganic growth efforts of all strategic partners within the Carson ecosystem. His focus is to expand and execute the company’s approach to custodian referral programs to capitalize on the opportunity within the retail branches of Carson’s custodial partners, TD Ameritrade and Fidelity.

Scott joined the Carson Group Executive Team in March 2017. Prior to this, he spent five years at LPL Financial and served as the Senior Vice President of the LPL RIA Platform. In this role, he was focused on the continued development of the LPL RIA Custody Platform and acted as internal and external RIA advocate to build awareness about the RIA marketplace and LPL’s offering. He worked closely with the LPL Business Development and Business Consulting teams to engage in prospect discovery, and helped accelerate the sales cycle to close new RIA business and support the over 4,800 advisors on the LPL RIA platform. During his tenure, the RIA platform grew from $50B in AUM to over $150B.

Prior to joining LPL, he worked for more than 11 years at TD Ameritrade in their sales, service, and product management divisions supporting advisors. Scott also spent one year as the regional Vice President of Sales at FocusPoint Solutions out of Portland, OR. There, he worked with RIA firms who were looking for an outsourced technology partner to help support their back-office and technology needs.

Scott earned a Bachelor of Science Degree from Springfield College in Western Massachusetts. He lives in San Diego with his wife, Traci, and two children. They love being outside hiking, golfing, and spending time at the beach to take advantage of the beautiful weather in San Diego.

 

 

Areas of Expertise

  • Practice Management
  • Growth of the RIA Channel
  • Benefits of the Independent Advisor

As Seen In:

News

Why are most advisers stuck in the trenches?

Posted on October 17, 2017

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd

President

Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance & Accounting

Dan Tobin

Chief Risk Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Scott Conroy

Managing Partner, Business Consulting & Training

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Jason Carver

Vice President, Mergers & Acquisitions

Business Development