• Request a complimentary no-obligation consultation with Lance Scott today!
    Call Us Call Us
    Connect With Us: Phone: (410) 403-2060 / Fax: (443) 281-8377 / info@bayharborwealth.com / Visit Us!
    Building lifelong relationships rooted in performance and trust.
    Our team can help you develop a financial strategy to fit your needs.
    Home » Our Team

    Meet the Bay Harbor Team

    Lance R. Scott, AIF®
    Founder, President and Financial Advisor

    Lance Scott is the founder and president of Bay Harbor Wealth Management, a company dedicated to helping individuals and families establish strategies for their financial future.

    Lance began his career in the financial services industry when he worked for his father, who owned and operated a yacht financing company based in Fells Point, Maryland, with multiple offices covering the coasts from California to the Carolinas. Lance learned about money and finance from his father, who came from a banking background and successfully pursued his entrepreneurial aspirations. When his father sold his company to a subsidiary of one of the largest banks in France, Lance gained insights into the world of private banking. After seeing how the wealthiest of individuals were treated, he realized these benefits should also be available to mainstream investors.

    Lance graduated from the McDonogh School in Owings Mills, Maryland, and later attended the University of Vermont, where he earned a Bachelor of Arts degree in political science and a minor in business administration. He also studied abroad at Griffith University on the Gold Coast of Australia. Lance went on to complete the Executive Education course in Investment Strategies and Portfolio Management offered by the Wharton School’s Aresty Institute of Executive Education.

    Lance hosted “The Road to Retirement” radio show heard on both CBS and Clear Channel in Baltimore, Maryland. He has been featured on Fox-45 Baltimore and quoted in The Wall Street Journal’s SmartMoney.com, FoxBusiness.com, YahooFinance.com, MarketWatch.com and BankRate.com. Lance was recently accepted into Forbes Finance Council, Investment News 40 under 40 and the Daily Record VIP List.

    Lance lives in Baltimore with his wife, Sunni, who is an optometrist, along with their daughters, Saylor and Ridgely. He and his wife are supporters of the Alliance for Lupus Research, Make-a-Wish Foundation, Cystic Fibrosis Foundation and the Mount Washington Pediatric Hospital.



    John F. Moran, CFP®
    Director of Financial Planning

    John Moran is an associate advisor with Bay Harbor Wealth Management, dedicating his time to helping individuals and families plan for their future. Together, John and Lance develop retirement analysis and programs that address income planning, asset protection and investment planning.

    John holds Series 7 and 66 licenses as well as life, health and variable insurance licenses in Maryland and Virginia.

    John graduated from James Madison University with a degree in sports management and a minor in business management. As part of his college career, he spent a semester abroad at the University of Dublin in Ireland.

    John resides in Baltimore City, where he is involved in several sports leagues and enjoys spending time with family and friends.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser



    Lauren Uphouse
    Director of Business Development

    Lauren Uphouse is the Director of Business Development for Bay Harbor Wealth Management. Lauren grew up in Lutherville, Maryland. After graduating from Maryvale Preparatory School in 2002, Lauren was hired as an administrative assistant for a professional recruiting firm in Baltimore. She spent over eight years in the professional recruiting industry, working her way up to a managerial operations role.

    In 2010 Lauren followed her interest in the financial services industry and began working for an investment banking firm in Baltimore, where she supported the Chairman of Investment Banking and assisted in managing the Commitment Committee processes. During this time Lauren pursued a degree in internet marketing, and in 2015 she began utilizing those skills as an internet marketing consultant.

    Lauren joined Bay Harbor Wealth Management in 2017 as Director of Business Development, combining her financial services background with her marketing skills to help establish and grow the business.

    Lauren lives just over the MD/PA line with her son, Chase, and her cat, Booster. She enjoys singing and supporting local animal and domestic violence charities, hoping one day to establish her own.



    Kathy Maki
    Director of Client Relations

    Kathy Maki is Bay Harbor Wealth Management’s Director of Client Relations.

    Client Relations and Finance have always been a part of Kathy’s job descriptions. She worked as an Executive Assistant for many years at an engineering firm, a home builder and a large local family foundation. She found her passion of interacting with customers in the jewelry business. As a co-owner of a construction company, Kathy spent over a decade overseeing the financial aspects of her company.

    Kathy grew up in Baltimore and still lives in the area. Kathy enjoys attending car related events with her friends in her spare time.

    Free Retirement Kit

    Enter your information below to request this Kit including three separate guides that address several retirement topics.

    About Bay Harbor

    Lance Scott founded Bay Harbor with the mission to be a trusted financial partner by helping clients focus on living life with financial confidence - today and long into the future.

    » Learn More About Us
    Resources

    Stay updated on the latest financial news and media.

    » View our News and Library
    Upcoming Events

    View our calendar of upcoming events.

    » Calendar of Events
    Investment advisory services offered through Bay Harbor Wealth Management, LLC, an SEC Registered Investment Adviser. SEC Registration does not imply any certain level of skill or training. Insurance services offered separately through Bay Harbor Insurance, LLC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms. Forbes Finance Investment Council is a paid for membership.