Scott Zopfi
Wealth Advisor
About Scott
Scott Zopfi is a Wealth Advisor at William Blair, where he serves a select group of families and high-net-worth individuals to navigate their wealth management and investment needs. He works closely with clients to develop personalized strategies tailored to their unique circumstances, priorities, and long-term objectives. His approach combines thoughtful financial planning, disciplined portfolio management, and a commitment to delivering objective advice and exceptional client service.
In his role, Scott is responsible for asset allocation analysis, portfolio implementation, and overseeing comprehensive wealth management solutions designed to support clients in achieving their financial goals. He believes that strong relationships, consistent communication, and a deep understanding of each client's situation are fundamental to long-term success.
Prior to joining William Blair, Scott held a variety of roles at Northern Trust, most recently serving as an Associate Portfolio Manager on a wealth advisory team dedicated to ultra-high-net-worth clients.
Scott has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.Outside of the office, Scott enjoys traveling and spending time with his family.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*
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1935Year William Blair was founded
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2,100+Employees worldwide
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156 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.