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Scott Opper Email & Phone Number

Wealth Management Sales / Financial Advisor Advocate at Creative Planning
Location: Greater Chicago Area, United States 7 work roles 1 school
1 work email found @envestnet.com 1 phone found area 866 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email s****@envestnet.com
Direct phone (866) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Wealth Management Sales / Financial Advisor Advocate
Location
Greater Chicago Area, United States

Who is Scott Opper? Overview

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Quick answer

Scott Opper is listed as Wealth Management Sales / Financial Advisor Advocate at Creative Planning, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at envestnet.com, phone signal with area code 866, and a matched LinkedIn profile for Scott Opper.

Scott Opper previously worked as Director Client Engagement at Creative Planning and Director, Practice Solutions at Envestnet, Inc. Scott Opper holds Ba, Economics from University Of Wisconsin-Madison.

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Email format at Creative Planning

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{first}.{last}@envestnet.com
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Profile bio

About Scott Opper

I’m a dedicated professional with 20+ years of orchestrating financial advising sales and products/services, thriving with industry leaders like Envestnet. As a forward-thinking and relationship-driven leader, I provide subject matter expertise on wealth advisory topics and technologies. I also build trust, rapport, and credibility while establishing strategies to maximize growth. By leveraging out-of-the-box thinking, solution-selling acumen, and a client-first mentality, I continue to exceed all expectations. Key areas of specialization:Financial Advisory Services & Products / Wealth Management / Relationship Building / Leadership / Solution SalesStrategic Planning / Asset Allocation / New Technologies / Client-Focused / Investing / Alternative InvestmentsComplex Problem-Solving / Communication / Reporting / Roadmap Development / Forecasting / AnalysisSelected highlights from my career:✔️Achieved numerous promotions at Envestnet, earning a reputation as an industry advocate for the value of professional (human) financial advice to achieve complete client satisfaction.✔️Guided continuous improvement of the Envestnet platform, using practices that were adopted by multiple competitors. Facilitated a boost to asset flows from $100M/month to $8B+/month.✔️Oversaw talent acquisition and management for outstanding employees and drove the creation of a Practice Management Program for advisors called “The Essential Advisor”. Graduates saw a 30% increase in AUM (Assets under management). In my free time, I enjoy live music, comedy shows, documentaries, and time with family and friends. I look forward to meeting you! 📧 You can reach me at opper9@gmail.com.

Current workplace

Scott Opper's current company

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Creative Planning
Creative Planning
Wealth Management Sales / Financial Advisor Advocate
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7 roles

Scott Opper work experience

A career timeline built from the work history available for this profile.

Director Client Engagement

Current
Creative Planning

Overland Park, Kansas, Us

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Feb 2024 - Present

Director, Practice Solutions

Envestnet, Inc

Berwyn, Pennsylvania, Us

Empower financial advisors to grow their practice by consulting on industry leading technology, products and practice management tools. Promote the benefits of outsourcing investment management for long term growth of advisors practices, by utilizing UMA, SMA, Fund Strategists, Tax and Impact/ESG overlays. Thought leader, and panel/breakout speaker at industry & broker dealer conferences on the latest financial advising concepts and technologies.

Sep 2021 - Apr 2023

Senior Vice President, Director Of Internal Sales & Consulting

Envestnet, Inc

Berwyn, Pennsylvania, Us

Managed a top tier internal sales team (Regional Consultants) for the enterprise broker-dealer, insurance and bank channels. Helped drive significant AUM growth for advisors using the Envestnet platform. Trusted partner to home office leadership on building out competitive advisory platforms for their field. Partnered closely with top investment managers (SMA and Fund Strategists) to help them get shelf space at top broker dealers and banks, to spread their message and grow their AUM.

May 2016 - Sep 2021

Vice President, Internal Sales Manager

Envestnet, Inc

Berwyn, Pennsylvania, Us

Manage internal sales (Regional Consultants) team, for our enterprise broker-dealer, insurance and bank channel. Our team consults financial advisors on how to build, manage and grow their fee based investment advisory practice, by utilizing Envestnet's turnkey asset management platform.

Oct 2013 - May 2016

Vice President, Regional Consultant

Envestnet, Inc

Berwyn, Pennsylvania, Us

Consultant for Independent Financial Advisors throughout Mid-Atlantic Territory. I work with RIAs and financial advisors with independent broker dealers and banks, on everything from asset management products, asset allocation support, and financial technolgy tools. We provide the independent advisor the resources needed to bring clients in, retain clients, and ultimately compete with wirehouse and other broker dealer financial advisors.

Oct 2006 - Oct 2013

Client Services Representative

Envestnet, Inc

Berwyn, Pennsylvania, Us

May 2005 - Oct 2006

Client Associate

Merrill Lynch

New York, Ny, Us

May 2000 - May 2005
1 education record

Scott Opper education

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Economics
FAQ

Frequently asked questions about Scott Opper

Quick answers generated from the profile data available on this page.

What company does Scott Opper work for?

Scott Opper works for Creative Planning.

What is Scott Opper's role at Creative Planning?

Scott Opper is listed as Wealth Management Sales / Financial Advisor Advocate at Creative Planning.

What is Scott Opper's email address?

AeroLeads has found 1 work email signal at @envestnet.com for Scott Opper at Creative Planning.

What is Scott Opper's phone number?

AeroLeads has found 1 phone signal(s) with area code 866 for Scott Opper at Creative Planning.

Where is Scott Opper based?

Scott Opper is based in Greater Chicago Area, United States while working with Creative Planning.

What companies has Scott Opper worked for?

Scott Opper has worked for Creative Planning, Envestnet, Inc, and Merrill Lynch.

How can I contact Scott Opper?

You can use AeroLeads to view verified contact signals for Scott Opper at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Scott Opper attend?

Scott Opper holds Ba, Economics from University Of Wisconsin-Madison.

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