Scott Stolz, CFP, RICP

Scott is a Managing Director on the Annuities Solutions team. He previously was Head of Insurance Solutions at SIMON Markets LLC, a financial technology company acquired by iCapital in August 2022. Prior to that, Scott served as the President at Raymond James Insurance Group, where he leveraged his 40 years in the annuities industry to manage the due diligence, sales, and operational functions for annuities and life insurance distribution. A frequent speaker and panelist on any topic related to annuities, Scott has also authored two books on annuities: Unlocking the Annuity Mystery: Practical Advice for Every Advisor (2020) and Rest-Easy Retirement (2023). He received both his MBA and BSBA in Finance from Washington University in St. Louis and holds his CFP and RICP certifications.