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Erin Scannell

Erin Scannell

CFP®, CLU®, ChFC®, AAMS®

Private Wealth Advisor

Chief Executive Officer of
Heritage Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Domestic Partner Planning
  • Saving for Education

Interests

A few things I love:

  • My 3 kids: Finn, Dane, and Anika
  • Travelling with my kids: my oldest has 24 passport stamps. Our favorites include Dubai, Costa Rica, Canary Islands, and Cambodia
  • Growing: as a parent, a leader of our amazing Team, and advisor to our amazing clients
  • Exercise: I am slightly addicted, having only missed 7 days in 2019

A few things I want to do more of:

  • I have my Pilots License and want to fly more
  • Spend more time with my Little brother- Blake- from the Seattle Big Brothers Big Sisters program
  • Backpacking, rock climbing, camping, and long hikes with my kids

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2015-2020
  • Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019
  • Forbes Best-in-State Wealth Advisors, 2018-2019
  • Forbes Top Wealth Advisors, 2016-2019
  • Ameriprise Chairman's Advisory Council, 2006-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2019
  • Barron’s Top 1,000 Financial Advisors, 2011-2013

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • AAMS® Accredited Asset Management Specialist℠
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Arts, Honors Economics, 1998, University of Washington, Seattle, WA
Newsletter

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Community participation

I have a few passions when it comes to the community:

  • Helping underprivileged youth in the local area: I go into local schools to teach kids about money and help them prepare for college and beyond by connecting them with successful mentors in the Seattle and Bellevue business community.
  • Providing mentorship: I was in the Big Brothers program when I was a kid, and 12 years ago became a Big brother to Blake, who is now a smart, funny, and caring adult.
  • Helping kids learn the Wealth Mindset: money isn't taught in schools, which is largely why 80% of Millenials can't pass a basic financial literacy test. I go into classrooms to change this.
  • www.bbbs.org