Lance R. Scott
Bay Harbor Wealth Management, a Baltimore-area comprehensive financial planning firm and insurance agency, is pleased to announce its founder and president, Lance Scott, has been recognized nationally as an InvestmentNews’ “40 Under 40.” Scott was the only recipient honored in Maryland.
InvestmentNews’ “40 Under 40” list recognizes professionals 40 years of age and younger who have exhibited extraordinary accomplishments in the advisor or financial planning industry. The winners are selected on the basis of professional accomplishments, contribution to the financial industry, leadership within the company, and a passionate devotion to their work.
Founded in 2011, Bay Harbor Wealth Management helps its clients establish strategies for their financial future. Scott’s goal is to preserve, protect, and foster assets while helping his clients navigate the complexities, concerns, and responsibilities that come with responsible financial management.
“We hope that InvestmentNews readers will feel they are well-served — and we hope inspired — as we share the stories of our latest generation of enterprising young talent,” said Walden Siew, News Editor for InvestmentNews.
The editorial staff at InvestmentNews selected the winners for the 2016 list from more than 800 nominations from across the country. This year’s class of winners is also a showcase of the power of personality and the special attributes that make each individual stand out from the rest.
More information on the award and the full “40 Under 40” list is available here.
About Bay Harbor Wealth Management
Bay Harbor Wealth Management LLC is an independently owned, comprehensive financial planning firm and insurance agency, which recognizes that the foundation of a successful financial strategy starts with an appreciation of each client’s financial needs and goals both for the present and the future. Our aim is to utilize institutional-level asset management techniques used by large institutions, endowments and funds and make them available to our clients. At Bay Harbor Wealth Management our philosophy is: when our clients succeed, we succeed. For more information, visit http://www.bayharborwealth.com