Peter Scott, CTFA, AIF®, AEP®,CIMA®
Designations and Licenses
Peter holds the designations of Certified Trust and Financial Advisor, Accredited Investment Fiduciary, Accredited Estate Planner® and a Certified Investment Management Analyst.
Experience and Education
Peter provides customized wealth management solutions based on the needs and objectives of each client. Prior to joining Mariner Wealth Advisors, Pete was the director of financial services at Foundations Wealth Management where he provided financial and strategic guidance to clients regarding asset allocation and investment management and retirement plans. Before joining Foundations Wealth Management, Pete has held the roles of institutional trust administrator, assistant vice president of private banking and vice president and trust officer.
Peter holds a bachelor’s degree in business administration from Augustana College and is also an honors graduate from the Cannon Financial Institute’s Cannon Trust School.
Peter enjoys volunteering in his community at various organizations and events to help better the lives of local citizen’s. He also enjoys mountain biking, exercising, hunting and competitive target shooting.