Scott joined Pinnacle in 2015 after working as an Analyst at J.P. Morgan's Private Bank in Cleveland, Ohio. In 2017, Scott became a Wealth Manager after several years earning his CERTIFIED FINANCIAL PLANNER™ credentials. In 2018, Scott also earned the distinguish Chartered Financial Analyst™ certification and was promoted to Chief Investment Officer. In 2021, Scott was promoted to a Senior Wealth Manager. Scott graduated from The Ohio State University with a BSBA in Finance.


Scott Heichel
Chief Investment Officer
Pinnacle Advisors
United States, Ohio, Columbus
About Me
Profile Information
Chief Investment Officer
Pinnacle Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbus
Ohio
United States
Sep 17, 2024
Work Experience
Pinnacle Wealth Planning Services
Chief Investment Officer Mar 2015 - Present
Email: scotth@pinnacleadvisors.com
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