Senior Vice President–Wealth Management
Financial Advisor
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.
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
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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.
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
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Client Associate
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.
Senior Client Associate
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.
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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