Lasting relationships. For all that matters

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Scott-Weierman

    Scott Weierman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Scott joined UBS in 2014 as a Senior Vice President and Senior Portfolio Manager after 14 years with Morgan Stanley.  He specializes in serving his clients through portfolio management and financial planning, emphasizing the importance of risk management.

    Scott attended the Wharton School of Business at the University of Pennsylvania to complete the Certified Investment Management Analyst designation in 2005-2006.  He also holds the designation of Certified Financial Planner, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is one of the few advisors in the state that holds both designations.  In 2007, he completed the Consultants University at the Chicago Booth School of Business at the University of Chicago.  Scott graduated from the University of Utah with a degree in Finance.

    Scott has four children and currently resides in the Salt Lake Valley.  He is an avid baseball fan and coaches a competitive traveling youth baseball team.  He also enjoys Crossfit, golfing, fly fishing, skiing and mountain biking.

      • University of Utah, Finance
      • Consultants University at the Chicago Booth School of Business at the University of Chicago
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      95 State Street
      Suite 2210
      Salt Lake City, UT 84111
    • Sterling-Hanson

      Sterling Hanson

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • ID
      • IN
      • KS
      • MD
      • MI
      • MN
      • MT
      • NC
      • NM
      • NV
      • PA
      • SC
      • TX
      • UT
      • VT
      • WA
      • WI
      • WY

      Sterling has been in the financial services industry since 1986.  He attended Brigham Young University and completed his BA degree at the University of Utah.  In an effort to educate investors, Sterling has taught Investment Strategy courses at the University of Utah as well as Utah Valley University.  Sterling has also been recognized as a top finisher in a national stock picking contest sponsored by Marketocracy.com.

      Sterling and his wife Doreen have been married since 1982 and have three children and five grandchildren.  In his leisure time, Sterling enjoys traveling, golfing, camping, hiking and fishing.  Over the years, Sterling has served on many charitable organizations including his local church, the Boy Scouts of America and the Draper Historic Theatre.

        • University of Utah, B.A.
        • Senior Portfolio Manager
        95 State Street
        Suite 2210
        Salt Lake City, UT 84111
      • Tonya-Rice

        Tonya Rice

        Senior Client Associate

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • ID
        • IN
        • KS
        • MI
        • MN
        • MT
        • NV
        • PA
        • SC
        • TX
        • UT
        • VT
        • WA
        • WI
        • WY

        Tonya has been exceeding client expectations for almost 20 years in the financial services industry. She is fully licensed and is also responsible for coaching and training other Client Associates in the firm.

              95 State Street
              Suite 2210
              Salt Lake City, UT 84111

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            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

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