Senior Vice President–Wealth Management
Financial Advisor
Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Scott holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.
Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Scott holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.
Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Ray has more than 19 years of experience, and focuses on the development and execution of customized investment strategies and solutions, for individual and institutional clients. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluation and portfolio analysis and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Ray holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.
Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Ray has more than 19 years of experience, and focuses on the development and execution of customized investment strategies and solutions, for individual and institutional clients. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluation and portfolio analysis and nonqualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Ray holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.
Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Ferber brings 48 years of experience working with institutions, specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations, and portfolio analysis and review. He spent his career at Deutsche Bank Alex. Brown focusing on Institutional Consulting and its related programs. Ferber’s strategy is to establish, execute and maintain a long-term investment plan tailored to each client’s needs. Ferber is a 1964 graduate of the University of Georgia where he earned a B.A. in economics.
Credentials
Senior Vice President–Wealth Management
Ferber brings 48 years of experience working with institutions, specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations, and portfolio analysis and review. He spent his career at Deutsche Bank Alex. Brown focusing on Institutional Consulting and its related programs. Ferber’s strategy is to establish, execute and maintain a long-term investment plan tailored to each client’s needs. Ferber is a 1964 graduate of the University of Georgia where he earned a B.A. in economics.
Credentials
Senior Client Associate
Cathy has more than 31 years of experience in the financial services industry.
Cathy is a 1981 graduate of the University of North Alabama where she earned a B.S. in marketing.
Cathy holds the following securities licenses:
Series 7, 8, 24, 63 and 66.
Senior Client Associate
Cathy has more than 31 years of experience in the financial services industry.
Cathy is a 1981 graduate of the University of North Alabama where she earned a B.S. in marketing.
Cathy holds the following securities licenses:
Series 7, 8, 24, 63 and 66.
Team Administrator
Kim has over 31 years of experience in the financial services industry. Working with securities firms including Prudential Securities, Deutsche Bank and Morgan Keegan before joining UBS.
Kim holds the following securities licenses:
Series 7, 63 and 66.
Team Administrator
Kim has over 31 years of experience in the financial services industry. Working with securities firms including Prudential Securities, Deutsche Bank and Morgan Keegan before joining UBS.
Kim holds the following securities licenses:
Series 7, 63 and 66.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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