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 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.
Securities offered through GF Investment Services, LLC. Member FINRA/SIPC
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser
Lisa Chamness is Bay Harbor Wealth Management’s director of client relations.
After graduation from college, Lisa worked as a marketing manager. As such, she developed effective messaging for sourcing and acquiring new client accounts in both retail and member groups while coordinating on-site promotions, public relations and member/group relationship management.
Lisa left the corporate arena when she had her daughter, establishing a teaching career and consulting as an interior designer. She has since returned to the financial industry where she focuses on client services.
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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.
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