|Office:||1340 Smith Ave.
Baltimore, MD 21209
Lance Reid Scott, RFC
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.
Director of Client Relations
Anita has 20+ years’ experience in the customer service arena. The last 12 years in the financial industry. As Director of Client Relations, she is dedicated to serving our clients. Anita personally believes in providing exceptional customer service that exceeds our clients' expectations. Her knowledge of our services and products, along with her ability to build strong relationships, makes her a valued member of the Bay Harbor Wealth Management Team.
Anita recently moved from San Diego, where she worked for a wealth management firm. She is excited and happy to have the ability to assist clients with any of their needs. Feel free to contact her directly at 410.779.1313 or Anita@bayharborwealth.com.