Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. At Claris, Scott will lead the day-to-day operations and assist with the advising needs of clients. He holds his Bachelor and Master of Business Administration from Stetson University.
Claris Reaches $1 Billion in Assets Under Management
On December 10, 2025, Claris reached $1 billion in assets under management. As we mark this milestone, we want to express our sincere gratitude for the trust our clients have
Claris Advisors
February 17, 2026
