Scott Sandee is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Scott works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization, Scott spent two years as a senior director at BNY Mellon Wealth Management. He previously served in various wealth management roles for Northern Trust Securities and Merrill Lynch. Scott was also a non-commissioned officer in the United States Marine Corps for six years.
Scott holds a bachelor s degree from Northern Illinois University. He is also a Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and a Certified Financial Planner (CFP®).