Scott H. Iverson, CFP®, ChFC, CEBS, CRPS

Professional Profile

Scott is senior vice president and wealth advisor 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).

Joined the firm in 2015

Education & Certifications

• 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, FL
• B.S., Finance, Stetson University, DeLand, FL