Erin Scannell

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Erin

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Erin Scannell is a Private Wealth Advisor and CEO of the Heritage Wealth Advisors, a private wealth advisory practice of 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.

Industries

	Asset Management
	Real Estate

Strategies

	Asset Allocation
	Asset Protection

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INVESTMENT PHILOSOPHY

Impact investing is an integral part of Scannell’s practice with Ameriprise Financial Services, Heritage Wealth Advisors.
Many of his clients use ESG factors heavily in making investment decisions.
His team offers a holistic financial planning approach, including investment management, tax planning, and strategies to achieve your financial goals.

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HONORS & RECOGNITIONS

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