Scott Eckart, MBA, CEPA, CFBS in

Scott Eckart, MBA, CEPA, CFBS

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Wealth Advisor at WestPoint Private Client Group
📍 Indianapolis, Indiana, United States

Scott Eckart is a Lead Advisor at WestPoint Private Client Group, specializing in wealth and estate strategies for entrepreneurs. A University of Redlands MBA graduate and Certified Exit Planning Advisor, he focuses on helping clients design and implement comprehensive financial blueprints for their future.

Originally from the St. Louis area, Scott now resides in Fishers, Indiana, with his wife and four children. He is an avid golfer and enjoys spending his personal time outdoors with his family, balancing his professional commitments with a strong focus on family life.

He holds the specialized designation of Certified Family Business Specialist (CFBS).

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Experience
27 Years
Current Role
Wealth Advisor
Job Level
Middle
Location
Indianapolis, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Exit & Succession Planning
As a Certified Exit Planning Advisor (CEPA), his work is centered on creating long-term strategies for business owners to transition out of their companies successfully.
Family Business Advising
He holds a Certified Family Business Specialist (CFBS) designation, showing a specialized focus on the unique financial challenges and dynamics of family-owned enterprises.
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Career

Work history

5-2002
Wealth Advisor
WestPoint Private Client Group
2002
Owner, Financial Planner, Wealth Manager, Certified Exit Planning Advisor
WestPoint Private Client Group
9-1998 - 9-2001
Vice President of Education and Training
The Legacy Companies
In the press

Media appearances

Scott Eckart, MBA - WestPoint Private Client Group. Featured in WestPoint Private Client Group
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Education
1991 - 1993
MBA
University of Redlands
1981 - 1985
Education details unavailable
University of Missouri-Columbia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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