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Scott Lummer

Managing Director and Senior Wealth Advisor

Mariner

United States, California, Santa Rosa

About Me

Scott holds the Chartered Financial Analyst® designation. Scott works with clients to provide comprehensive wealth plans that include private wealth management and retirement planning services. Prior to joining Mariner Wealth Advisors, Scott was the CEO and majority owner of Savant Investment Group. Prior to that, he was director of research for Atlantic Asset Management where he focused on managing tactical asset management and synthetic equity strategies. In other previous roles, Scott was CIO for an online investment advising company and managing director of consulting services for Ibbotston Associates. He began his career as an associate professor of finance at Texas A&M Universit

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Profile Information

Managing Director and Senior Wealth Advisor

Mariner

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Santa Rosa

California

United States

Feb 24, 2025

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