Lasting relationships. For all that matters

The Dream Team

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mountaintop
  • Alex Taft Picture

    Alexander Taft

    Managing Director–Wealth Management

    Financial Advisor

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    Alex, a Financial Advisor and Senior Portfolio Manager of UBS's Portfolio Management Program, believes his strongest assets are the relationships he's established with his clients. With 33 years of experience and knowledge, Alex offers customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs. This requires a thorough understanding of his client's objectives, risk parameters and investment timeframe, and assures that his clients have realistic expectations and an understanding of the risks and rewards inherent in their investments.

    Investment management is just the beginning. Alex contact's his clients regularly to communicate investment results, reiterate discipline, and stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.

    In addition to his career, Alex is actively involved in his community. His hobbies include travel, reading, music, skiing, golf, and running. Alex, his wife, two children, and dog Rosie reside in Mill Valley, California.

      • UCLA, B.A. Economics
        2 Belvedere Place
        Suite 220
        Mill Valley, CA 94941
      • Robert

        Robert Warren

        Wealth Strategy Associate

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        Robert joined Alex’s team here at UBS in 2021, bringing with him 12 years of experience in the financial services industry. He started his career in the Bay Area at Tamalpais Asset Management where he was an analyst for their convertible bond portfolio. He then spent the next 10 years and Coastland Capital and Passport Capital where he traded various derivative portfolios as a Portfolio Manager. That experience allows him to bring thoughtful insights and analytics to the management of client portfolios here at UBS. Robert is excited to collaborate with the team to assist in all aspects of the wealth management process to meet our clients’ long-term objectives.

        Robert graduated from Southern Methodist University in 2009 where he earned degrees in Finance and Economics. In his personal time, he enjoys traveling, cooking, gardening, camping, and the occasional day on the golf course. Robert, his wife Alissa, and their two young children live in Pleasant Hill, California.

        Robert recently acquired his FINRA Series 7 and Series 66 licenses.

          • Southern Methodist University, Finance, B.B.A.
          • Southern Methodist University, Economics, B.S.
            2 Belvedere Place
            Suite 220
            Mill Valley, CA 94941
          • Alexandra Allie Scott Profile Photo

            Allie Scott

            Client Service Associate

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            Allie graduated from the University of Oregon in 2019 with a degree in Business Administration and emphasis in Finance. Prior to joining UBS, she jump started her career in the financial services industry interning at Foresters Financial and working as a Client Service Associate at Brio Financial Group. Allie works closely with her team and individual clients to help them achieve their short term and long term financial goals. For Allie, striving to provide service that goes above and beyond for clients, isn’t a job – it’s a passion.

            Outside of the office, Allie enjoys hiking, skiing, and traveling – whether it's backpacking solo through Vietnam or volunteering in the Dominican Republic. Allie resides in San Francisco, California. 

            Allie holds her FINRA Series 7 and 66 securities licenses.

              • University of Oregon, B.S. Business Administration, emphasis in Finance
                2 Belvedere Place
                Suite 220
                Mill Valley, CA 94941
              Retirement planning

              Retirement planning

              A team approach

              A team approach

              Goals-based planning

              Goals-based planning

              A way forward

              Understanding your life, your wealth and what you want to accomplish.

              We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

              Let's talk about how we can help you plan for the life you want

              Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.3 trillion

              In invested assets globally 
              As of 12/31/2021

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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