Scott McCaffrey - Momentum

As President of Momentum Independent Network (MIN), Scott provides overall executive leadership and strategic direction for the firm’s independent advisor network. He is focused on delivering HilltopSecurities’ wealth management capabilities and expertise to independent advisors while cultivating an environment that supports advisor growth and long-term success.

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

Past Affiliations

Fight for the Forgotten Foundation board member

Registration & Qualifications

Series 7, 63, 65, 9, 10, 24, 53, and 31
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