Meet Scott
Scott is a Sr. Wealth Advisor based in Hunt Valley, Maryland. He joined Mercer Advisors through the acquisition of Tufton Capital Management where he was a Partner for 28 years. Scott has been an advisor since 1997, helping clients build and maintain their wealth in a manner that speaks the clearest to them. He earned a B.A. degree in management from Towson University and a MBA from University of Baltimore.
Scott’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Scott has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Scott is known for his ability to connect with clients through active listening and tailoring investment strategies that reflect each client’s unique goals and values. He feels good communication leads to good results.
Scott in real life
What keeps you busy outside of work?
I enjoy spending my time with family, water sports, and riding anything with two wheels.
Favorite thing about where you live?
Living in the Delaware, Maryland, and Virginia area (also known as DMV) allows me to pursue all of my interests in an amazing place that is diverse but very community based.
Why do you like working at Mercer Advisors?
Simply put, they make my job advising clients in managing their wealth so much easier by the amount of resources at my disposal. We have an incredible group of professionals in varying disciplines to provide assistance in areas that are not my expertise.
Meet Scott’s Teammates
Eric Schopf
Sr. Wealth Advisor
What Scott Says
Eric and I have worked together since our days with Mercantile Safe Deposit and Trust. We can almost finish each other’s sentences in investment areas due to our shared investment philosophies and goals of serving our clients at all times.
Chad Meyer, Jr.
Sr. Wealth Advisor
What Scott Says
Chad and I worked well together building our business at Tufton Capital and realized that we could serve our clients better by merging with Mercer Advisors; both from a resource standpoint and a shared commitment to our clients’ financial well-being.
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