Garrett Scranton, CFP®

Senior Advisor Associate

Garrett is a senior advisor associate in the firm’s Potomac, MD office, assuming the role after an internship in the summer of 2021. As part of the team, he supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a point of contact for clients, and assisting in all aspects of the financial planning process.

During his time at Virginia Tech, Garrett served as president of the school’s student chapter of the Financial Planning Association, as technology sector analyst for the Student-managed Endowment for Educational Development (SEED), and was involved in several other clubs and internship roles.

Currently residing in Mount Airy, MD, Garrett enjoys cooking, snowboarding, and playing guitar in his free time.

Previous Experience

  • Intern at SageVest Wealth Management
  • Wealth Management Intern at Wealthspire Advisors
  • Intern at Olio Financial Planning, LLC

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Certified Financial Planner (CFP®)

 

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.