Bay Harbor Wealth Management

Sign Up


Bay Harbor Wealth Management
Bay Harbor Wealth Management

Name: Email:

Data provided by Yahoo Finance

Phone: (410) 779-1313
Fax: (410) 779-1312
Office: 1340 Smith Ave. Suite 200
Baltimore, MD 21209

bayharborwealth on Twitter

About Us

Lance Reid Scott, RFC
President/Financial Advisor

Lance is the President and Founder of Bay Harbor Wealth Management, a company dedicated to helping individuals and families plan for their future.  Lance specializes in working with those who are approaching retirement or currently retired. He helps develop a comprehensive financial plan encompassing all concerns such as Income Planning, Retirement Planning, Asset Protection, Investment Planning, and Estate Planning.

Lance is an Investment Advisor Representative and Series 66 Uniform Combined State Law Licensed. He is also a licensed Life, Health and Variable Insurance Agent.  He is dedicated to helping clients protect their wealth and plan for retirement.

While attending the University of Vermont, Lance earned a B.A. in Political Science and a minor in Business Administration.  He studied business and economics while studying abroad at Griffith University on the Gold Coast of Australia.  In addition, Lance completed the highly sought after executive education program, Investment Strategies and Portfolio Management at The Wharton School of The University of Pennsylvania.

Lance is a Registered Financial Consultant.  The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.  It is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, examination, integrity, licensing, ethics and a significant amount of continuing professional education.  Lance has been a part of the Million Dollar Round Table, the premier association of financial professionals. 

Lance has co-hosted numerous radio shows along the east coast on investment and retirement planning topics. He continues to speak at financial workshops geared towards educating individuals on their investment choices.

Lance and his wife Sunni live in Baltimore, MD with their black lab Earl.

Click for the BBB Business Review of this Financial Services in 
Baltimore MD