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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
  • NY
  • TX
  • UT
  • 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

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