Scott Iverson's Professional Profile

Scott is a Member of Claris Advisors, LLC, an affiliate of Anders, and has served as a wealth advisor for Claris since 2015. He has a vast amount of experience in assisting clients with portfolio management and financial planning. He specializes in providing comprehensive advice on tax-efficient investing, retirement plans, employee benefit plans and insurance. Working as a fiduciary, Scott has spent his career always putting his clients’ interests first. He has over 15 years of experience in the financial industry and holds several certifications, including Certified Financial Planner™ (CFP).

Firm Info

  • Joined in 2015
  • Promoted to wealth advisor in 2017

Specialties

Education & Certification

  • 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