Scott A. Heichel, CFA®, CFP®
Senior Wealth Manager
Scott joined Pinnacle in 2015 after working for two years as an Analyst at J.P. Morgan Private Bank. In 2018, Scott completed the rigorous process of earning his CFA and CFP designations.
Scott serves as a Senior Wealth Advisor, working primarily with Pinnacle’s ultra-high-net-worth clients. He focuses on comprehensive wealth planning, advanced portfolio strategy, and multigenerational financial coordination to help families manage complexity and preserve long-term wealth. Scott collaborates closely with the firm’s advisory and investment teams to deliver disciplined, thoughtful strategies tailored to each client’s goals.
Scott grew up in Mansfield and went on to attend The Ohio State University in Columbus. He now lives in Powell with his wife, Kylee, and their three children, Charlotte, Will, and Claire. Outside of work and family, Scott enjoys playing golf, watching his beloved Cleveland Browns, and traveling to interesting places around the world.