CoverProfile

Scott Heichel

Chief Investment Officer

Pinnacle Advisors

United States, Ohio, Columbus

About Me

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.

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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