1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Integrated Wealth Advisor
Andreas Scott is an Integrated Wealth Advisor at Carlson Capital Management. As part of the advisory team, Andreas is responsible for all aspects of client relationship and portfolio management. He serves clients by implementing and coordinating the integrated wealth management experience including investment management, retirement modeling, insurance analysis, educational planning and other general financial planning.
Andreas holds a Bachelor of Arts degree in Economics and Finance from Bethel University, where he participated on the soccer team for four years. Following graduation, Andreas joined a Twin Cities financial services firm in the role of associate advisor. He went on to also serve in the roles of director of business development and financial advisor before joining the CCM team. Andreas holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards, which he earned in 2014. He is also an active participant in a number of Twin Cities professional networking organizations.
Andreas is actively involved as a volunteer at his church and enjoys playing soccer as part of the Liga Soccer World league. He grew up in the Northern suburbs of Minneapolis, and now he and his wife, Laura, reside in Minneapolis with their son.
“The master in the art of living makes little distinction between his work and his play, his labor and his leisure, his mind and his body, his education and his recreation, his love and his religion. He hardly knows which is which. He simply pursues his vision of excellence at whatever he does, leaving others to decide whether he is working or playing. To him he is always doing both.”
This quote by James A. Michener encapsulates my ‘why’; the aspirational point I’m working towards and the place at which I want to help clients arrive.
I’m fixated on creating an environment for myself, my family, and our clients where we are all able to become masters in the art of living. An environment where our decisions, both financial and non-financial, are consistently in harmony with our core values and beliefs.
I’ve found that this harmony allows for greater clarity and confidence when making difficult decisions in life and is paramount for a wealth management relationship. Being able to walk alongside clients as they go through this journey is a deeply satisfying experience that fosters profound relationships and is something I look forward to enjoying for many years to come.