Jeff Scott, CFP®

Vice President | Financial Advisor

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Biography
Credentials & Awards
Location(s)

Jeff Scott is a wealth management financial advisor based in Salt Lake City, UT.

Jeff specializes in equity compensation and wealth planning for high-net-worth individuals and families, helping clients maximize compensation-related benefits and align investment and tax strategies with their long-term financial goals.

Before joining CAPTRUST in 2022, Jeff worked on a stock planning team, helping participants navigate their stock options. At CAPTRUST, he held previous roles as a client management consultant and financial counselor for CAPTRUST At Work.

Jeff graduated from Utah Valley University, earning his Bachelor of Science in personal financial planning.

Outside of work, he enjoys spending time outdoors with his family, camping in the summer and skiing in the winter, and cheering on his children at their sporting events.

Education

  • Bachelor of Science in personal financial planning, Utah Valley University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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