Jake Scott, CFP®
Assistant Vice President
As an advisor, Jake gathers financial information for analysis, completes investment research, and coordinates the management of client portfolios. He enjoys discovering new perspectives on investment strategies that can be implemented to better assist clients in reaching their goals and is passionate about working through the challenge of a complex scenario to find the right solution for each client.
A graduate of Niagara University, Jake holds a bachelor’s degree in communications.
A graduate of Niagara University, Jake holds a bachelor’s degree in communications.
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.
