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Joel S. Scott, CFP

Senior Vice President | Regional Portfolio Advisor

Joel S. Scott, CFP

Expertise

Joel is a Regional Portfolio Advisor and Senior Vice President at Northern Trust for the state of Texas. He develops and implements investment strategies designed to achieve specific investment goals for high-net-worth families, individuals and institutions.

Experience

Joel has extensive experience working with a broad array of diversified investment vehicles, allocating portfolios across equity, fixed income and alternative asset classes. He designs portfolios built to navigate today’s volatile return environments and global markets. Joel has over twenty years of experience in the financial services industry, working with clients to ensure their portfolios are in strategic alignment with their lifetime goals and comprehensive financial planning framework. Prior to joining Northern Trust Joel served as Portfolio Manager at a global private wealth management company in Houston, Texas, chairing the company’s Investment Committee.

Community Involvement

Joel serves on the Advisory Board for The Salvation Army Houston Area Command and is a member of the Houston Blues Society. Joel enjoys spending time with his wife and four children.

Joined Northern Trust

2025

Education

Joel holds bachelor’s and graduate degrees from Texas Tech University and Creighton University

Credentials

CFP®

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.