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

More profiles to browse

Profile Photo
Billy Cunningham
Senior Wealth Manager
CL
Christine Larson-Postel
Vice President, Wealth Management & Senior Wealth Manager
AK
Ashley Kammer
Investment Coordinator
WD
William D. Heichel
Founder, Chairman of the Board & Senior Wealth Manager

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University