Scott L. Gillespie, CFP®
Vice President/Investments
Scott Gillespie, CFP®, is a Vice President/Investments with Pathway Advisory Group of Stifel. In this role, Scott works with clients on asset allocation and portfolio construction, with a focus on risk management strategies. As co-founder of the Pathway Advisory Group, Scott utilizes a process which specifically addresses each client’s needs and goals, allowing for the team to chart an appropriate course for each individual and family situation. With over 20 years of experience in the industry, Scott also helps families with retirement and education planning.
Scott holds a Bachelor of Science degree from Purdue University. He also maintains the FINRA Series 7, 63, and 65 securities licenses, as well as Indiana life, health, and variable insurance license.
Outside the office, Scott is an avid softball player and serves on his church's leadership committee. Scott and his wife, Jessica, live in Lafayette, Indiana, and have two young daughters, Addison and Kaitlyn.
Asset allocation does not ensure a profit or protect against loss.