Our collaborative team

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Leveraging experience and character
A cofounder of Coastal Partners, Scott began his wealth management career 30 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 works diligently in building relationships and keeping them. He follows three simple rules: Provide clear and honest advice. Never underestimate good character. Clients always come first.

Past experience
Scott held senior sales positions at Fortune 500 companies including Owens-Illinois and Anheuser Busch, Inc. Additionally, Scott was a Vice President and General Manager at American Appraisal Associates. Previous wealth management experience includes positions as a Private Wealth Advisor at Sanford C. Bernstein and Merrill Lynch Private Banking and Investment Group.

Education and licenses
- B.S., University of Notre Dame
- M.B.A., marketing, Sacred Heart University
- Series 7,31,63,65

Life
Previously, Scott chaired the steering committee for six years for the Alexis De Tocqueville Society at the United Way of Broward County. Scott and his wife were honored by the United Way of Broward County as the 2017 Tocqueville Society Award recipients. Scott 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.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Sacred Heart University, M.B.A. in Marketing
• University of Notre Dame, Bachelor's Degree in Pre-Professional Studies

• Series 7, 31, 63, 65 licenses

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A holistic approach
With almost two decades of wealth management experience, Chris, a cofounder of Coastal Partners, takes a lead role in establishing and nurturing close relationships with successful individuals, entrepreneurs and families. He brings his extensive portfolio management experience, as well as his expertise in institutional consulting, to client interactions, and is fully focused on delivering solutions that align with a client’s needs and circumstances. From legacy planning and wealth transfer to philanthropic guidance, he and the entire team stand ready to deliver customized solutions that draw on the depth and breadth of UBS’s resources and capabilities.

As part of a highly integrated team that takes the time to develop deep relationships, Chris prioritizes integrity and clear communication. He understands that being an advisor means being there for the client, no matter how complex the problem, and helping them pursue their goals in a strategic and holistic way.

Past experience
Chris started his wealth management career in 2003. Since 2009, he has worked alongside Coastal Partners’ principals, building a highly successful wealth management practice. Prior to joining UBS, Chris was a senior portfolio manager with Merrill Lynch’s Private Banking and Investment Group.

Life
Outside the office, Chris prioritizes time with his wife and four children. He believes in “doing well by doing good,” which he puts into practice by supporting several local organizations including the Jack and Jill Children’s Center, which helps children reach their full potential through education; the Leonardo da Vinci Society at Museum of Discovery and Science; and HOPE South Florida, a faith-based organization that seeks to address homelessness in the community.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Central Florida, B.S., finance
• University of Central Florida, B.S., economics

• Chartered Financial Analyst®
• Certified Investment Management Consultant
• Chartered Alternative Investment Analyst®
• Chartered Advisor in Philanthropy®
• Series 7, 31, 63, 65 licenses

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Helping you maximize your legacy
A cofounder 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.

Past experience
– Portfolio Manager, Merrill Lynch Private Banking and Investment Group

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 Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Florida, B.S., finance
• University of Florida, M.S., finance

• Certified Private Wealth Advisor® (CPWA®)
• CERTIFIED FINANCIAL PLANNER®

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Helping you move forward with confidence
A cofounder of Coastal Partners, Scott primarily focuses on business development and pre-liquidity planning within the practice. He works closely with entrepreneurs and business owners, advising them on a wide range of issues including business financing, tailored lending, concentrated equity positions and investment banking services. His goal is to “deliver the firm of UBS” to clients and take a more holistic “enterprise value and net worth” approach to their business enterprises and family affairs.

Scott is adept at working closely with partners within UBS—including the Global Banking division and the firm’s network of third-party, middle-market boutique investment banks—to connect his clients to the optimal solutions for their needs. For business owners who are contemplating transactions such as private equity partnerships, strategic acquirers and initial public offerings, Scott has the experience and resources to guide them through these complex options and thoughtfully pave the way for successful monetization and exits.

Past experience
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.

Life
Scott is actively involved with Nova Southeastern University (NSU), serving on multiple leadership teams and advisory councils. Scott and his wife, Sarah, are members of the NSU Fellows Society and recently became Charter Fellows of the university’s Levan Center of Innovation, which provides programs and services to entrepreneurs throughout Florida and beyond. Scott, Sarah and their three sons live in Fort Lauderdale.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Nova Southeastern University, M.B.A.

• Certified Exit Planning Advisor

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Nadia joined Coastal Partners in 2021 as a Wealth Strategy Associate. She is responsible for providing analytical, operational and administrative support. Nadia earned a Bachelor’s degree from Florida Atlantic University in Finance, and lives in Fort Lauderdale.
 

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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.

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Beth has worked with the members of Coastal Partners since 2022. Beth is responsible for account maintenance, relationship building and providing clients with a high level of service. She earned a bachelor’s degree from Barry University. Beth, her husband and their daughter live in Plantation.