Titus Wealth Management (Titus) has added Scot Lance to its growing team of wealth managers. Lance will serve as Managing Director and will drive the investment planning decisions for clients to help meet their long-term financial objectives.
“We remain dedicated to growing our team of independent advisors and are proactively seeking out seasoned veterans like Scot,” says Eric Aanes, President and Founder of Titus. “Scot is a great fit for the firm. He brings a strong investment philosophy that is focused on his clients’ unique needs, as well as a strong work ethic that drives him to go the extra mile.”
Lance has more than 25 years of experience in the financial services industry, with a focus on investment strategy and asset allocation. Prior to joining Titus, he served as a senior vice president specialising in investments at Wells Fargo Advisors in San Rafael, CA. Lance started his career in the financial services industry at Merrill Lynch and also held positions with Lehman Brothers, UBS and Bank of America.
In the past year, Titus has added five new advisors and a Chief Compliance Officer. The firm continues to expand its breadth of financial services expertise, internal resources and technological capabilities to provide customised investment management and financial planning. With the addition of Lance, Titus is administering approximately USD550 million in assets for high net worth individuals and business owners.
“Joining Eric and the Titus team offers me the opportunity to be a part of a growth-minded practice while keeping my independence as a financial advisor,” says Lance. “The firm offers the support and technology tools I need to create successful client outcomes, and I immediately recognised Titus’ dedication to implementing the best solutions available. I am looking forward to incorporating my expertise into their team approach.”
