Safe Harbor Fiduciary, LLC

Scott Mccaghren is a financial advisor at Safe Harbor Fiduciary, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at Coastal Equity Management, LLC and Safe Harbor Tax Advisory, LLC in addition to his current role. He is also involved in insurance product sales and serves as Managing Member and Chief Compliance Officer at Coastal Equity Management, which provides sub-advisory services to exchange-traded funds. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, employing various trading strategies and option-writing techniques, typically managing accounts on a discretionary basis.

Howard Marshall is a financial advisor at Safe Harbor Fiduciary, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Safe Harbor Fiduciary since 2023. In addition to his advisory role, he is involved with Simpler Trading LLC as an investment educator and content provider. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm employs a tailored investment approach based on fundamental, technical, and cyclical analysis, utilizing strategies such as option writing and long- and short-term trading.

Karl Hanna is a financial advisor at Safe Harbor Fiduciary, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for several years. In addition to his advisory role, he operates an insurance agency as a sole proprietor. Safe Harbor Fiduciary provides discretionary portfolio management, financial planning, and consulting primarily for individuals, trusts, and high-net-worth households. The firm employs a tailored investment approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis and utilizing strategies including option-writing techniques.