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Ute Scott-Smith, ChFC®, CDFA®

Ute Scott-Smith, ChFC®, CDFA®

Financial Advisor

As a Financial Advisor, I have dedicated my career to helping clients manage their investments and make smart money decisions as they navigate major life transitions towards financial security. I believe that my 25 years of experience in the financial services industry has allowed me to bring a wealth of knowledge, a strong financial background, and an analytical perspective to our firm. I strongly believe in educating my clients on financial issues and raising financial awareness in the public.

From a young age, I have always been fascinated by money. Even as a child, my favorite game was Monopoly, which sparked my interest in finance. After spending several years in corporate finance, I yearned for more independence and a more meaningful career. That's when I decided to start my own practice and focus on Sustainable, Responsible, and Impact investing (SRI). Motivated by helping clients navigate their financial lives and practicing the SRI aspect of the business, I find great fulfillment in my work. I strongly believe that the greatest value I can provide for my clients is helping them figure out their next steps towards financial prosperity.

When I'm not assisting clients, I enjoy various hobbies that bring balance to my life. Square dancing, knitting, hiking, and traveling are among my favorite activities.