503-487-0865
shaughn@scottcapitaladvisors.com
Shaughn Scott, CFP®, CIMA®
Partner
Shaughn started his career in 2007 during the Great Recession and saw the impact it had on peoples’ livelihood. This experience taught him the importance of providing the right kind of financial advice so that clients can be successful in both good and bad markets. The experience also helped shape his perspective to pursue financial goals methodically and with integrity. He uses these foundations to create customized and comprehensive financial solutions to help clients quantify their financial goals and tolerance for risk.
Shaughn focuses on building a deep understanding of clients’ personalities and objectives to proactively support their needs. He delivers advice with a mix of straightforwardness, warmth and honesty, and with a sense of humor. His collaborative approach strengthens partnerships and empowers clients.
Along with financial planning, Shaughn is responsible for investment strategy and portfolio management. He also provides investment consulting to foundations, labor organizations, nonprofits and defined contribution plans. In addition, he oversees fixed income trading, business development and relationship management.
Shaughn began his career as a financial advisor at Scott Wealth Management Group (SWMG) of Wells Fargo Advisors. A 2019 Forbes Best in State Next-Gen Wealth Advisor, he most recently served as first vice president-investment officer at SWMG.
Shaughn is a graduate of Portland State University with a BS in communications and holds the CERTIFIED FINANCIAL PLANNER™ and the Certified Investment Management Analyst®(CIMA®) designations.
Working as part of a legacy, Shaughn always puts family at the forefront. He lives in Portland with his wife, Chloe, and their two sons, Henry and Brady. He enjoys the outdoors, staying active, and spending time with friends and family.