Robert Scott Batchelar, CF2

About Robert Scott Batchelar

R. Scott Batchelar is a financial services professional who has been working in the field for 25 years. Currently, he is a Financial Advisor in Massachusetts who provides top tier financial planning to his clients.  Before starting his career, Scott attended Bryant University in Rhode Island.  He received a Bachelor of Science degree in Business Administration with a concentration in marketing in 1994. Right after graduation, Scott began working within financial services. His first role was as a Credit Manager for Wells Fargo Financial in Connecticut. Working at Wells Fargo at the beginning of his career helped him to gain positions at some of the largest banks in the retail, mortgage, and financial planning space. 
Scott spent two years working as a Credit Manager before becoming a Senior Loan Officer at Key Bank in Massachusetts. This role helped him to gain expertise in assisting clients with their monetary situations by providing financial solutions. 
 
Soon Scott’s financial services career began to take off. Over the next eight years, he continued to learn and grow, allowing him to take on roles such as Branch Manager, Wholesale Account Executive, and AVP – Mass Affluent Financial Advisor. As the Branch Manager for Countrywide Financial, he was responsible for managing the branch and supervising the staff of Loan Officers and operational personnel. His management skills and knowledge of various types of loans increased exponentially in this role.  Next he became a Wholesale Account Executive for Citigroup in 2005. Mr. Batchelar built and maintained business relationships and leveraged his networking skills to continue to grow his network of industry contacts. During his three years at Citigroup, Scott regularly ranked in the top 15 percent of the national Account Executive base.
 
The role of AVP – Mass Affluent Financial Advisor, was held by Scott in 2008 at Bank of America Investment Services. He used an advice-based sales model to assess the needs of his clients and recommend financial solutions. Mr. Batchelar’s skills helped to deepen relationships with Brank of America Mass Affluent clients by strengthening the trust and confidence in clients through the use of problem-solving and managing complex products.
In late 2008, Robert Scott Batchelar became the principal owner and operator of Federal Benefit Specialists, a benefit planning advisory. For ten years he provided federal employees with superior alternative options to their benefits packages. Currently, Scott Batchelar is an Investment Advisor with Brookstone Capital Management, where he uses his vast knowledge of business and finance to provide speccialized retirement planning advice. He focuses on the distribution phase of financial planning, retirement, and career changes while using advice-based methods.