Scott Iverson's Professional Profile

Scott serves as the Wealth Advisor for Claris Advisors, an affiliate of Anders. He leads the day-to-day operations of Claris,  designing and implementing improved processes and operational policies and assisting clients with portfolio management and financial planning. He is also a member of the Anders Exit Planning Group, aiding clients in reaching their financial goals when preparing to exit their business. Scott has over 13 years of experience in the financial industry, specializing in exit planning, retirement plans, employee benefit plans, tax qualified investing and insurance. He views his clients as family members, and believes in always doing what is right for them.

Firm Info

  • Joined in 2015
  • Promoted to wealth advisor in 2017

Specialties

  • Wealth Management
  • Portfolio Management
  • Exit Planning
  • Retirement Plans
  • Employee Benefit Plans
  • Tax Qualified Investing

Education & Certification

  • Certified Exit Planning Advisor (CEPA), Exit Planning Institute
  • Chartered Retirement Plans Specialist(CRPS), College for Financial Planning
  • Certified Employee Benefits Specialist (CEBS), International Foundation of Employee Benefit Plans
  • Chartered Financial Consultant (ChFC), The American College of Financial Services
  • Certified Financial Planner (CFP), CFP Board
  • M.B.A., International Finance, Stetson University, DeLand, Florida
  • B.S., Finance, Stetson University, DeLand Florida