People

Erin Scannell

Erin Scannell

Formal First Name
Erin
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Location

Erin Scannell is a Private Wealth Advisor and Chief Executive Officer of Heritage Wealth Advisors, a private wealth advisory practice at Ameriprise Financial. Erin and his team deliver comprehensive financial planning and wealth management strategies in the areas of estate and tax planning, passive income streams, investments, real estate, trusts, and charitable giving. With over 20 years of industry experience, Erin has been repeatedly honored and recognized by major industry publications such as The Financial Times, Forbes Magazine, and Barron's Magazine. In addition to his financial services career, Erin is also passionate in helping out in the community—providing mentorship to the Big Brothers program and helping underprivileged youth.

Professional Experience


Academic History

Awards and Recognition

  • Barron’s Top 100 Independent Financial Advisors, 2015–2020
  • Barron’s Top 1,200 Financial Advisors, 2014–2020
  • Financial Times 400 Top Financial Advisers, 2016–2017, 2019–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Forbes Top Wealth Advisors, 2016–2020
  • Ameriprise Chairman's Advisory Council, 2006–2020
  • Washington's Most Equitable Workplaces, 2019


Certifications


Community Involvement

  • Big Brother, Big Brother Big Sisters Program
  • Vice Chair, Academy Finance
  • Speaker & Contributor, Local elementary/middle/high schools