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Our financial advice team


Scott McRoy

Scott McRoy

CFP®, CDFA®, CRPC®, APMA®

Private Wealth Advisor

Managing Director
CAM Wealth Management
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Investments
  • Estate Planning Strategies

Interests

My interests include biking, golf, basketball officiating, gardening, reading and spending time with our five children. I'm also involved in a variety of philanthropic activities.

Community participation

  • Archbishop Spalding High School
  • Big Brothers and Big Sisters of Central Maryland
  • Anne Arundel County Police and Fire Pension Committee
  • Anne Arundel Medical Center Foundation
  • Archdiocese of Baltimore
  • Baldwin United Methodist Church

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Bachelor of Science, Medical Technology, University of Maryland Medical School, 1981

Previous experience

  • Senior Vice President, Wealth Management, Merrill Lynch Wealth Management, Annapolis, MD, 1986-2019
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