Scott McCaffrey

Managing Director, Head of Momentum Independent Network

Scott McCaffrey is Managing Director, Head of Momentum Independent Network. He works to provide the firm’s independent advisors with HilltopSecurities’ wealth management capabilities and expertise. He is responsible for maintaining a thriving environment where wealth advisors can build lasting relationships and grow their careers.

Career Highlights

Joined Momentum Independent Network in 2023
Has more than 25 years of diverse private banking and wealth management experience
Prior to joining Momentum Independent Network, served as Divisional Manager of the Institution Services Wealth Management team at LPL Financial
In addition, has held senior management roles at BBVA Compass Wealth Management, Wells Fargo Advisors, and Citigroup Global Markets
Has spent his career improving efficiency, productivity, and organizational consistency in both acquisition and expansion markets

Education

University of Texas at Austin
Bachelor’s degree, Louisiana Tech University

Current Affiliations

American Alpine Club

Past Affiliations

Fight for the Forgotten Foundation board member

Registration & Qualifications

Series 7, 63, 65, 9, 10, 24, 53, and 31
Texas Life & Health Insurance License
Accredited Investment Fiduciary Designation (AIF)
Certified Wealth Strategist Designation (CWS)
Lean Six Sigma Yellow Belt

Get to Know Scott

amazing kids

psychotic dog

5 of 7

continents with a successful mountain climbing summit of over 18,000 feet

“Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.”

Archimedes

John R. Muschalek

President, Momentum Independent Network

Matt Rupert

Head of Wealth Management Sales Supervision

Shanelle Pruneda

Vice President, Client Experience Manager

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