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Prospective Client

Prospective Client

We define Elevánt as people who want to elevate others and/or others who are elevated. It is our passion to raise, lift and inspire our clients through financial planning and quality advice as Financial Advisors with Waddell & Reed. We believe that the work that we do has the ability to impact generations and will do so as we assist our clients in maintaining proper perspective in their financial decision-making as they pursue their goals.

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Brian Scott, CRPC

Brian Scott, CRPC

Brian comes from an entrepreneurial background where he started and operated several independent business ventures. He maintains a passion for and enjoys helping others plan and prepare for their financial futures. After earning a Bachelor’s degree from Brigham Young University, Brian began his career in Salt Lake City with MassMutual Financial Group and later joined Waddell & Reed as an independent financial advisor in 2015. He founded Elevánt Wealth in 2018 to market his growing team to the public in a way that defined his unique passion and process for comprehensive and collaborative financial planning.

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Dan King,CFP

Dan King,CFP

Dan started his career in the financial services industry in 1994 and has earned his Certified Financial Planner™ certification. Dan is currently Owner/Partner at Elevánt Wealth, where his focus is to provide comprehensive financial planning and wealth management services to his clients. Providing financial solutions through a holistic and individual approach allows Dan to focus on what is in the interest of each client.

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