Associate Wealth Advisor
Scott Wimmer, CFA
When it comes to true wealth management, Scott Wimmer knows it’s about giving clients what they deserve: valuable information, helpful resources and a partner to guide them to the financial plan that can make a difference in their lives.
He takes pride in the work he does as an associate wealth advisor for Buckingham Strategic Wealth. That pride comes from working with wealth advisors to share his knowledge and experience to advise clients to a financial strategy that isn’t one-size-fits-all. He’s passionate about helping clients pursue the goals that are most important to them.
Many of the people that Scott meets with are unsure of their current plan or, perhaps, don’t have one at all. To see the work he does result in clients that are relieved to understand their budget with newfound confidence is the most rewarding part of his career. This combined with a team of peers that share the Buckingham philosophy on wealth management continues to energize him and push him to keep making a difference.
Previously, Scott worked at the Bank of Edwardsville, where he served as an investment consultant, and for Wells Fargo, serving as a trading representative and portfolio manager.
He attended Illinois Wesleyan University where he earned his bachelor’s degree. He has since obtained the Chartered Financial Analyst® designation and is looking forward to getting involved with the local chapters of the CFA Society and NexGen Financial Planning Association.
Scott grew up Swansea, IL. Away from Buckingham, you can find him trying to sink his sixth hole-in-one on the golf course, searching for his new favorite BBQ restaurant or raving about the St. Louis Cardinals.