Scott M. Tatum
CIM A, CFP Director, AllianceBernstein Advisory Institute
Scott Tatum delivers consulting and training to Financial Advisors and key leaders at AllianceBernstein’s partner firms, specifically in the areas of effective communications with clients and practice management.
Mr. Tatum came to AllianceBernstein from MFS Investment Management, where he was a Regional Vice President. His 25-year career in financial planning includes two other important positions: he spent eight years in the Dallas area with Oppenheimer Funds; earlier, he spent seven years as National Sales Manager for a financial planning firm based in Irving, Texas, where he coordinated marketing programs for a field force of more than 4,000 financial advisors.
In addition to being a Certified Financial Planner and Certified Investment Management Analyst, Mr. Tatum has earned NASD Series 7, 24, 53, and 63 licenses. He is an honors graduate of the University of North Texas.