Barrett Scott, CFP®
Vice President
Barrett provides investment consulting services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He services clients by providing advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Barrett graduated from Clemson University with a BS in Business Management and a minor in Finance and is a Certified Financial Planner (CFP®). Barrett joined the firm in 2017.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
