
Cfp Scott Gillespie
I am a financial advisor with Pathway Advisory Group of Stifel. In this role, I work with clients... | Lafayette, Indiana Metropolitan Area, United States
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Cfp Scott Gillespie’s Emails gi****@st****.com
Cfp Scott Gillespie’s Phone Numbers No phone number available.
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Cfp Scott Gillespie’s Location Lafayette, Indiana Metropolitan Area, United States
Cfp Scott Gillespie’s Expertise I am a financial advisor with Pathway Advisory Group of Stifel. In this role, I work with clients on asset allocation and portfolio construction, with a focus on risk management strategies. As co-founder of the Pathway Advisory Group, I utilize a process which specifically addresses each client’s needs and goals, allowing for the team to chart the right course for each individual and family situation. With 20 years of experience in the industry, I also help families with retirement and education planning strategies. I hold a Bachelor of Science degree from Purdue University. I also maintain the FINRA Series 7, 63, and 65 securities licenses, as well as Indiana life, health, and variable insurance licenses. Outside the office, I am an avid softball player and serve on my church's leadership committee. I live in Lafayette with my wife, Jessica, and our two young daughters, Addison and Kaitlyn. /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
Cfp Scott Gillespie’s Current Industry Stifel Financial
Cfp
Scott Gillespie’s Prior Industry
Charles Schwab
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City Securities
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Stifel Financial
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Work Experience

Stifel Financial
Vice President/Investments - Stifel
Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
City Securities
Financial Advisor
Thu Apr 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Registered Representative
Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)