Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two people talking overhead

Bryan Scott, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Bryan is one of a small number of UBS Financial Advisors who has earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.

Bryan joined UBS in 2004 and has more than 19 years of experience in financial services. He holds the CERTIFIED FINANCIAL PLANNER™ designation. With this, he applies experience, education and ethics to his client relationships. His work is primarily with affluent families, businesses and retirement plans. He helps his clients with Financial planning, investment management, retirement income distribution, insurance, taxation and estate planning.

Bryan understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS – it is about providing the right advice to help you pursue your goals. That's why he offers a customized approach to wealth management built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, Bryan calls upon UBS—the world's largest wealth management firm.

Bryan holds a Bachelor of Business Administration degree from the University of Texas at San Antonio. He completed his CFP® coursework at the Kaplan University School of Continuing and Professional Studies. Bryan is a FINRA-licensed General Securities Representative and a Registered Investment Advisor Representative (Series 7 and 65). He is licensed in health, long-term care and life insurance, as well as fixed and variable annuities.

Bryan lives in San Antonio, TX with his wife and two sons.

 

Registered States:
  • AZ
  • CA
  • CT
  • GA
  • KS
  • ND
  • NY
  • OH
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor of Business Administration, University of Texas at San Antonio
  • Financial Planning Certification, Kaplan University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
  • Wealth Advisor
  • Retirement Plan Consultant
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216
  • (210) 805-1049

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Retirement planning

Retirement planning

Professionals

Professionals

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights