Gordon Scott Wallace
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management
- Role
- Managing Director - Financial Advisor at RBC Wealth Management
- Location
- Annapolis, MD, US
- LinkedIn followers
- 500 followers
About Gordon Scott Wallace
Scott joined RBC Wealth Management in 2021, after many years with Merrill Lynch Wealth Management. Serving as the senior managing partner and team strategist, he is responsible for our high-net-worth and corporate relationships and enjoys getting to know our clients and their families. Scott’s focus is on managing personal investment portfolios designed to achieve the financial objectives of our clients. This includes defining our client’s investment goals and objectives, constructing a portfolio to pursue those goals and communicating any recommended adjustments. In addition to being a Senior Portfolio Manager in the firm’s Portfolio Focus program, Scott holds the Certified Financial Planner™(CFP®) professional designation from the Certified Financial Planner Board of Standards, Inc, the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors and the Chartered Retirement Planning Counselor (CRPC®) professional designation. Scott has lived in the Annapolis area most of his life where he and his wife, Mary raised their four children. He enjoys boating, surfing, paddle boarding, classic cars and watching college football, particularly Virginia Tech.You can connect with Scott by visiting the Teams website (us.RBCwealthmanagement.com/thewallacegroup), asking a question by email at g••••••••@rbc.com or calling (41••••••28.
Experience
Managing Director - Financial Advisor
Jun 2021 — Present · Annapolis, MD, US
Education
Virginia Tech
Bachelor's Of Science, Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.