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

Erin Scannell

CFP®, CLU®, ChFC®, AAMS

Private Wealth Advisor

Heritage Wealth Advisors
26
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™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • AAMS™ Accredited Asset Management Specialist™

Education

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

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2023
  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Barron’s Top 100 Independent Financial Advisors, 2015-2022
  • AdvisorHub 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, 2016-2023
  • Ameriprise Chairman's Advisory Council, 2006-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2019, 2021-2024
  • 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

Honored to be recognized in Barron’s

I’m excited to share that I’ve been named to the 2023 Barron’s Top 1,200 Financial Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.