Scott Zipperle
Associate Wealth Advisor at The Wellington Group
- Role
- Associate Wealth Advisor at The Wellington Group
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Scott Zipperle
Everyone wants to live a meaningful and fulfilling life.In fact, every person can! But eudaimonia—living the good life—doesn’t happen by accident. It requires purpose, direction, and a clear plan.As an Associate Wealth Advisor at The Wellington Group, I help professionals and young families make financial decisions with confidence and become intentional stewards of their wealth—not merely for the sake of accumulation, but to align their life and finances with what truly matters most.My philosophy? Money isn’t everything. Chasing it can to anxiety and burnout. Ignoring it leads to surprises and missed opportunities. When managed with intention, money becomes a tool for freedom—whether to raise a family, grow a business, or retire on your terms.Here’s how we turn intention into action:Deep discovery — uncovering your goals, values, and painting a vision of the good life.Organize the financial junk drawer — gathering the financial data to create a grounded strategy.🧭Develop a strategy — crafted to fit your life and adapt as it changes.Implement your financial plan — implementing intentional solutions with focus and discipline.Adapt and evolve — regularly recallibrating to keep your plan aligned with what matters most.If you’re tired of winging it with your finances and ready to make confident decisions that move you toward your vision—let’s Wellington Group is a registered investment adviser. The content provided on this site is general in nature and for informational purposes only. It should not be interpreted as a solicitation or offer to buy or sell any security, nor as personalized investment, tax, or legal advice. Any opinions expressed are subject to change without notice. While information from third-party sources is believed to be reliable, its accuracy cannot be guaranteed. For additional information about The Wellington Group, please visit https://adviserinfo.sec.gov and search for our firm by name. Scott Zipperle is also a licensed insurance agent and may receive outside commissions or other compensation for the sale of insurance products.
Experience
Associate Wealth Advisor
Jun 2025 — Present · Indianapolis, IN, US
Education
The University of Alabama
Bachelor of Arts - BA, Public Relations, Advertising, and Applied Communication
The University of Alabama
(M): Public Relations (m): Political Science
2015 — 2017
University of Florida
Certification, Certified Financial Planner®
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.