Garrett Scranton, CFP®
Assistant Vice PresidentGarrett is an Assistant Vice President and Advisor in the firm’s Potomac, MD office. He supports the advisory team in maintaining client relationships by managing day-to-day operations, serving as a primary point of contact for clients, and assisting across 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 Baltimore, MD, Garrett enjoys cooking, snowboarding, and spending time with his dog 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®
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.
