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Erin Scannell, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Erin Scannell

CFP®

Private Wealth Advisor

Chief Executive Officer of
Heritage Wealth Advisors
25
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2022
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2022
  • Barron’s Top 100 Independent Financial Advisors, 2015-2022
  • AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019
  • Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Forbes Top 250 Wealth Advisors, 2016-2022
  • Ameriprise Chairman's Advisory Council, 2006-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2019, 2021-2022
  • Barron’s Top 1,000 Financial Advisors, 2011-2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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

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