Broker Check
J. Scott Simpson

J. Scott Simpson

Financial Planner

Scott began his journey in the finance industry while in college finishing his Associate degree in 2015. From 2016-2018, he worked as a licensed stockbroker for E*TRADE Financial while completing his undergraduate education. Scott graduated from the University of Utah in 2017 with a Bachelor of Science degree in financial planning.

While at E*TRADE, Scott loved to help clients learn more about their investments but witnessed what he felt was stress being experienced, with many not knowing if they would be okay to retire. He wanted to help more and made it his goal to become a Financial Planner, with a further goal of obtaining his CERTIFIED FINANCIAL PLANNER™ or CFP® designation, which brought him here to Synergy.

It is his strong belief that life should be enjoyed. He loves to spend time with his wife, Kara, and his beautiful baby boy. He is a huge fan of the Utah Jazz and the Utah Utes. He enjoys playing basketball, “nerding” out to anything Star Wars, listening to podcasts, and watching TV (you may catch him watching The Bachelor with his wife from time to time). He wants to help you have peace of mind about your financial planning so you can enjoy your life and achieve your dreams.