Built by experience. Evolving with innovation.

Private Wealth Management

At Coastal Partners, we have decades of experience delivering customized investment and risk management advice. Our Private Wealth Practice offers an invaluable combination of market insight, planning acumen and uncompromising service. With access to deep global resources and solutions across all of UBS, we are passionate about helping our clients—sophisticated families, entrepreneurs and private foundations—grow and preserve the success they’ve achieved.

Today, our team is evolving. Though our advice continues to be grounded in a strong commitment to the fundamentals of prudent portfolio management, we’ve never been better positioned to embrace innovation and the opportunities that enable us to serve you better. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will not only provide you with the financial stewardship your wealth deserves, but also with the freedom to focus on your life and those who matter most.

Let's move forward together

W. Scott Parker

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NY
- OR
- PA
- WI
Leveraging experience and character.
A co-founder of Coastal Partners, Scott began his wealth management career more than 25 years ago and has worked with the other founding members since 2009. Within this sophisticated Private Wealth practice, Scott develops and implements customized investment strategies for successful individuals, families and institutions. Scott leverages his cross-industry experience in industrial sales, consumer sales, marketing and financial services to meet the needs of his clients. Always focused on the difference wealth management makes in the lives of his clients, Scott brings a high level of energy and enthusiasm to building relationships—and to keeping them. He follows three simple rules: Provide clear and honest advice. Never underestimate good character. Clients always come first.

“Our Private Wealth practice is evolving to address investors’ most complex needs, yet we continue to stay grounded in the fundamentals—prudent portfolio management, comprehensive planning and exceptional service.”

Experience
- Private Wealth Advisor, Merrill Lynch Private Banking and Investment Group
- Private Wealth Advisor, Sanford C. Bernstein
- Vice President and General Manager at American Appraisal Associates
- Senior sales management positions in Fortune 500 companies including Owens-Illinois and Anheuser Busch, Inc.
Credentials
- M.B.A., marketing, Sacred Heart University
- B.S., University of Notre Dame
Life
- Scott chairs the steering committee of the Alexis De Tocqueville Society at the United Way of Broward County
- He and his wife were honored by the United Way of Broward County as the 2017 Tocqueville Society Award recipients
- He is also a supporter of the Broward Center for the Performing Arts, Broward Health Foundation, and Jack and Jill Children’s Center
- Scott and his wife, Patti, live in Fort Lauderdale and are the parents of two adult children
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Chris Pendrak, CFA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NY
- OR
- PA
- WI
Doing well by doing good.
A co-founder of Coastal Partners, Chris began his wealth management career in 2003 and has worked with the other founding members since 2009. Prior to joining UBS Private Wealth Management, Chris was a senior portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

Chris interacts closely with the firm’s Institutional Consulting Group and the UBS Open Architecture Trust platform to provide fiduciary solutions for institutions and individuals. Passionate about giving back to the community, he leverages his connections within UBS and outside the firm to help guide clients in their philanthropic endeavors through private foundations, donor-advised funds and direct giving.

“I’m working alongside teammates who demonstrate integrity in all we do for our clients. We complement each other’s strengths—and work well together and independently. I respect my team, and know I have earned their respect as well.”

Experience
- Senior Portfolio Manager, Merrill Lynch Private Banking and Investment Group
Credentials
- Forbes Top Next Generation Wealth Advisor 2018
- Chartered Financial Analyst® (CFA®)
- Certified Investment Management Analyst® (CIMA®)
- Chartered Alternative Investment AnalystSM (CAIA®)
- Chartered Advisor in Philanthropy® (CAP®)
- M.S., economics, Florida Atlantic University
- B.S., finance, University of Central Florida
- B.S., economics, University of Central Florida
Life
- Chris is a member of the Ghost Light Society at Broward Center for the Performing Arts, and a Leonardo da Vinci Society member at the Museum of Discovery and Science
- He is also a supporter of the Jack and Jill Children’s Center, Young at Art Museum and HOPE South Florida
- Chris, his wife, Abigail, and their four children live in Plantation
- Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Sean Riley

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NY
- PA
- WI
Helping you maximize your legacy.
A co-founder of Coastal Partners, Sean began his wealth management career in 2008 and has worked with the team since 2009. Prior to joining UBS Private Wealth Management, Sean was a portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

Sean leads the team’s financial planning efforts, working closely with entrepreneurs and their families to create personalized wealth strategies for pursuing their goals. Leveraging his experience, specialized education and the extensive resources of UBS, Sean advises clients on a number of planning issues, including cash flow management, pre-liquidity planning and asset allocation decisions. He believes in taking a collaborative approach with his clients’ other trusted advisors, ensuring each plan is properly implemented.

“I believe planning is key to helping you make confident decisions about your life, your wealth and your family’s future.”

Experience
- Portfolio Manager, Merrill Lynch Private Banking and Investment Group
Credentials
- Certified Private Wealth Advisor® (CPWA®)
- Certified Financial Planner® (CFP®)
- M.S., finance, University of Florida
- B.S., finance, University of Florida
Life
- Sean is active with the United Way of Broward County’s Alexis De Tocqueville Society and Leaders United
- He is co-chair of the 17th Annual Joint Tax and Estate Planning Seminar
- He is also a supporter of Jack and Jill Children’s Center, Joe DiMaggio Children’s Hospital and the Museum of Discovery and Science
- Sean and his wife, Samantha, and their two sons live in Fort Lauderdale
- Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2019
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
W. Scott Parker Jr.

First Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NY
- PA
- WI
Helping you move forward with confidence.
A co-founder of Coastal Partners, Scott began his wealth management career in 2009. Prior to joining UBS Private Wealth Management, Scott was a Financial Advisor with the Private Banking and Investment Group at Merrill Lynch and spent eight years working in executive search.

Scott’s primary focus within the practice is business development and pre-liquidity planning. He works closely with partners across the firm to address the needs of closely held businesses, including business financing, tailored lending, concentrated equity positions and investment banking services through the firm’s boutique network of middle-market investment banks. He has assisted business owners in monetizing their companies by way of private equity purchase, strategic acquisition and Initial Public Offering (IPO).

“Our team has multiple levels of experience, credentials and skill sets. Together, we are well positioned to provide solutions and advice for the full range of your wealth management needs.”

Experience
- Financial Advisor, Merrill Lynch Private Banking and Investment Group
Credentials
- M.B.A., Nova Southeastern University
- B.S., The Florida State University
Life
- Scott is a member of the Executive Leadership Team of the Ambassadors Board of Nova Southeastern University
- He is actively involved with Leaders United of the United Way of Broward County
- He and his wife, Sarah, and their three sons live in Fort Lauderdale
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Crystal Burls

Senior Client Service Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NJ
- NY
- PA
- RI
- SC
- WI
Crystal has worked with the members of Coastal Partners since 2003 and has over 25 years of experience in the financial services industry. Crystal is responsible for account maintenance, relationship building and providing clients with a high level of service. She earned an associate's degree in business from Nebraska College. Crystal lives in Plantation.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Katiria Rodriguez

Senior Client Service Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NJ
- NY
- PA
- RI
- SC
- WI
Kathy has worked with the members of Coastal Partners since 2007 and has over 15 years of experience in the financial services industry. Kathy is responsible for account maintenance, relationship building and providing clients with a high level of service. She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration. Kathy, her husband, and their three children live in Fort Lauderdale.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

W. Scott Parker

Senior Vice President–Wealth Management

Financial Advisor
View bio
Chris Pendrak, CFA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
Sean Riley

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
W. Scott Parker Jr.

First Vice President–Wealth Management

Financial Advisor
View bio
Crystal Burls

Senior Client Service Associate
View bio
Katiria Rodriguez

Senior Client Service Associate
View bio

Monetizing your business

Pre-liquidity planning is key to a successful exit
We understand that when it comes to the business you’ve personally built, you’re going to be invested at every level. The decision to step away isn’t easy. From our experience working closely with business owners at varying stages of the selling process, it is never too early to begin preparing for the transition. The training and organizational structures, documentation of procedures and legal issues all take time and a clear and personalized strategy to maximize the value of this event so you can confidently pursue your life goals post-sale.

Our team has a disciplined process of asking questions and gathering all the facts and emotional drivers that can impact your exit strategy and the success of the final outcome. What are some of the factors we need to consider? We’ll work with you to clarify the selling requirements, the range of valuation expectations, and strategic goals. This also includes defining: exit strategy alternatives; thinking through the most appropriate types of acquirers; timing of sale; tax consequences and owner’s desire for future involvement to help inform our recommendations, we’ll coordinate with your attorney and tax advisor as well as our network of both third-party and UBS experts in:

- M&A advisory services

- Private equity and debt financing

- Risk management

- Estate planning strategies

- Tax management

Investing viewed through a planning lens

Our advice is straightforward and aligned with your goals
As a team, each of us has lived though and invested in a range of market environments. Because an important part of any wealth management process is having knowledgeable, active investment manager oversight, we view each allocation we recommend through your unique plan. Whether it’s a strategy for current income, your heirs or a post-divorce settlement, we are always guided by your goals, your time horizon and the existing or changing circumstances of your life.

The depth of our understanding and disciplined process enables us to manage portfolios during the most volatile periods. Guided by our experience, our asset management approach is prudent, straightforward and focused on managing risk. As Senior Portfolio Managers within the UBS Portfolio Management Program, we can create truly customized portfolios on a discretionary basis—not generic allocations. Given the complex market economic forces that continue to be at work today, you can trust that our daily monitoring ensures responsive action should adjustments be needed.

^{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who: (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

^{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Guiding endowments to their goals

Accountability and fiduciary responsibility shape our approach
We believe one of the greatest concerns facing private foundations is insufficient funding to achieve their mission. We focus on building portfolios that seek to support your foundation‘s short- and long-term spending needs. Our team can work with you to create a highly customized investment approach aligned with your foundation’s mission, spending policy, risk tolerance, liquidity needs and fiduciary responsibilities.

We take the time to fully understand your organization’s unique financial situation and deliver an investment plan that addresses risk prudently and allocates assets based on ever-changing market conditions. Complete accountability and transparency guide our decision making process as we work to:

- Formalize and implement an investment policy statement

- Review the investment process and maintain appropriate documentation

- Provide ongoing monitoring, reporting and communication

Backed by the strength of UBS

A global leader in wealth management

^$3.1 trillion

In invested assets globally
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth managerADV Rating: as of 06/30/2020

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Built by experience. Evolving with innovation.

W. Scott Parker

Chris Pendrak, CFA

Sean Riley

W. Scott Parker Jr.

Crystal Burls

Katiria Rodriguez