Scott is a registered investment advisor. He also holds life, health and variable life insurance licenses in Ohio. Scott provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals. In addition, he provides directional leadership to the advisors and associates in our Cincinnati – West Chester office. Prior to joining Mariner Wealth Advisors, Scott was the founder and CEO of The Pinnacle Group, serving individuals and businesses with insight and leadership for over 20 years. Prior to that, he


Scott Sims
Managing Director, Senior Wealth Advisor
Mariner
United States, Pennsylvania, West Chester
About Me
Profile Information
Managing Director, Senior Wealth Advisor
Mariner
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
West Chester
Pennsylvania
United States
Jul 20, 2024
More profiles to browse
Valerie Newell
Principal & Senior Wealth Advisor
Brad Rollins
Senior Vice President, Investments
Steven Sheldon
Director and Senior Wealth Advisor
Matthew S. Brady
Senior Wealth Advisor
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University