With over 30+ years in the wealth management and retirement planning industry, Scott has become a trusted financial advisor striving to help his clients retire with more clarity and confidence. Statera Advisors was formed in 1994 to provide high standards of service, integrity and excellence with planning as the cornerstone of each client interaction.  As part of his retirement planning process, Scott applies his vast knowledge in wealth management and investment advisory to help individuals navigate the often complex issues many face in retirement and to help them mitigate risks they may encounter. It is his belief that growing wealth for retirement is just part of the story—clients should also have a comprehensive plan to distribute their assets in a way so that they can enjoy their retirement years as they envisioned.

Scott holds the Certified Fund Specialist (CFS®) and Accredited Investment Fiduciary (AIF®) designations. He holds both the Series 7 and Series 66 licenses as well as a Life & Health license. He has served on the board and as President of NAIFA (National Association of Insurance and Financial Advisors) in Maryland. In addition to being a Partner at Statera Advisors, Scott is also a Partner at Statera Retirement. 

Upon graduating from St. Paul's School for Boys, he attended the University of Delaware, where he was a contributor to the men's lacrosse team. Scott lives in Baltimore with his wife, Laura and their two daughters.

I am a registered representative and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC. Supervisory address: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, (410)-785-7654

Statera Advisors, LLC and Statera Retirement, LLC are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.

 

Education

University of Delaware