Advisors at this firm
John M
CFP®, Series 66
Hunt Valley, MD
Bay Harbor Wealth Management, LLC
John Moran is a CFP® with 12 years of industry experience, currently serving as an advisor at Bay Harbor Wealth Management, LLC. He has worked at Bay Harbor since 2014 and has experience with Global Financial Private Capital, LLC. In addition to advisory services, Moran is involved in insurance and annuity sales. Bay Harbor Wealth Management, LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of directly managed accounts and third-party managers, implementing risk-based asset allocation strategies across various investment vehicles.
Lance S
Series 66
Hunt Valley, MD
Bay Harbor Wealth Management, LLC
Lance Scott is a financial advisor at Bay Harbor Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Bay Harbor Wealth Management and Global Financial Private Capital. Outside of advising, he serves as vice president on the board of his local homeowners association and is involved in thoroughbred horse racing through a family-owned LLC. Bay Harbor Wealth Management, LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth individuals, and trusts. The firm employs a risk-based asset allocation approach using a mix of directly managed accounts, model portfolios, and third-party managers, overseeing approximately $337 million for around 385 clients with a four-advisor team.
Andrew A
Series 65
Hunt Valley, MD
Bay Harbor Wealth Management, LLC
Andrew Anthony is a financial advisor at Bay Harbor Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon from 2015 to 2019. Bay Harbor Wealth Management, LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth individuals, and trusts. The firm employs a risk-based asset allocation approach using a mix of directly managed accounts, third-party managers, and model portfolios, overseeing approximately $336.9 million for about 385 clients.
Jack S
Series 65
Hunt Valley, MD
Bay Harbor Wealth Management, LLC
Jack Sweiderk is a financial advisor at Bay Harbor Wealth Management, LLC in Hunt Valley, MD, holding a Series 65 designation. He has been with Bay Harbor Wealth Management since 2024 and has prior experience at LPL Financial and The ARC Central Chesapeake Region. Bay Harbor Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth individuals, and trusts. The firm employs a risk-based asset allocation approach using a mix of directly managed accounts and third-party managers, serving approximately 385 clients with a four-advisor team.
