Scott Smith

Private Wealth Financial Advisor
Managing Director – Investments

Scott joined Wells Fargo Advisors in 2006 and serves the specialized needs of high-net worth individuals, families, and foundations. He began his career as a wealth advisor in 1976 with Dean Witter and has always been focused on planning as the wisest path to achieving long term goals. Scott leads an active life outside of the office, resolving disputes between clients and firms as an arbitrator for FINRA. He also is an active member of the Guardian/Conservator Association of Oregon and the Estate Planning Council of Portland. He also has a presence within his community, from building homes for Habitat for Humanity to rowing with the Willamette Rowing club. For fun, he enjoys playing competitive SCRABBLE and juggling.

Contact

Transcript

"I always spend a lot of time with clients asking questions and trying to find out where they are on their own life journey."

Overview

Education
Bachelor of Science in Biology from Whitworth College
Bachelor of Arts in Psychology from Whitworth College

Industry Designations
Certified Private Wealth Advisor

Industry Involvement
Estate Planning Council of Portland
Guardian/Conservator Association of Oregon
Financial Industry Regulatory Authority arbitrator

Community Involvement
Riverwest Church
Habitat for Humanity
The Oregon Food Bank

^{CA Insurance License #: 0A29272. Resident state: OR}