Erin Scannell, Private Wealth Advisor, CEO of Heritage Wealth Advisors Ameriprise Financial ServicesName: Erin ScannellFirm: Ameriprise Financial Services AMPLocation: Mercer Island, WashingtonAUM: $1.8 billionForbes Rankings: America's Top Wealth Advisors, Best-In-State Wealth AdvisorsBackground: Scannell, 44, wanted to be in finance from a young age. In his first year of business, he remembers buying two suits from a thrift shop that were $19.99 each. Investment Philosophy/Strategy: Impact investing is an integral part of Scannell’s practice with Ameriprise Financial Services, Heritage Wealth Advisors. “While we know we are adding value to clients, we have to be able to better quantify that value,” he says. Investment Outlook: Scannell isn’t bullish on the whole market, seeing stocks at all time highs and lots of uncertainty in bonds.

Source: Forbes July 26, 2021 20:26 UTC