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
Scott Lummer
Managing Director and Senior Wealth Advisor
Mariner
United States, California, Santa Rosa
About Me
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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