Your life. Your wealth. Your future.

Pursue what matters most

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Road

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.

  • scott2

    Scott Chamberlain, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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

    Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.

    Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

    Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.

    The credentials that help build confidence

    • Certified Financial Planner™ (CFP®)
    • Chartered Retirement Planning Counselor (CRPC®)
    • UBS Directors Council
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Illinois State University, B.S. Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    10801 W Charleston Boulevard
    Suite 400
    Las Vegas, NV 89135
  • jeff 2

    Jeff Wasson, CEPA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Jeff joined UBS in 2008 and has been a financial advisor for over 22 years. As a wealth management advisor, he focuses in asset & liability management for families, corporations and foundations/ organizations. Jeff is committed to providing professional investment services and dedicated to building long term relationships with clients and family members. Based on years of experience, Jeff has a deep understanding of client needs and concerns. He has adopted a "bottom up" approach, beginning with a financial plan and ending with a tailored investment portfolio. He currently holds the series 7, 31, 63 and 65 securities licenses as well as licenses for life insurance and annuities.

    While born and raised in Ohio, Jeff has been a Phoenix resident since 1976. He and his wife Tracey have 3 boys, Clayton (21), Tucker (19) and Barrett (17). Jeff is active in the Phoenix community as a member of The Thunderbirds and has been coaching youth baseball for the past 16 years.

    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

      • Certified Exit Planning Advisor
      • Private Wealth Advisor
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
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      Jordan Grangard, CEPA®

      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

      Jordan Grangard is a Wealth Advisor as well as the Assistant Market Head of the Desert Mountain Market at UBS Financial Services. As a Wealth Advisor, Jordan's aim is to provide the value-added services that help his clients develop a sustainable life plan to achieve the maximum value of their personal, business, and financial goals.

      In his role as a manager, Jordan supports a team of 175 distinguished financial advisors located across 14 branches in 6 states, overseeing approximately $22 Billion in client assets and $215MM in revenue every year. Jordan will stop at nothing to ensure every finance professional and personal client he partners with obtains the specialized attention, guidance, and expertise they require and deserve to excel at driving sustainable growth for their business.

      Raised in Jupiter, FL, Jordan attended Fordham University and graduated with his B.S. in Business Administration with a dual concentration in Finance and Marketing and a minor in Communications. Coming from a close-knit family with a history of volunteering and philanthropy and being a former collegiate athlete, Jordan commits his time as a coach and Board of Director's member for the Miracle League of Las Vegas. When not at work or on the ballfield, Jordan loves his family time with his wife, Jordan, and their newborn twin daughters, Addison and Ella.

      The credentials that help build confidence

      • Series 7, 66, 9, 10 Licensed
      • Certified Exit Planning Advisor (CEPA®)
      • UBS Wealth Advisor
      • B.S. degree in Business Administration from Fordham University
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

      • Fordham University, B.S. Business Administration
      • Certified Exit Planning Advisor
      • Wealth Advisor
      10801 W Charleston Boulevard
      Suite 400
      Las Vegas, NV 89135
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      Scott Weierman, CIMA, CFP

      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 currently resides in the Salt Lake Valley with his four children.  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.

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

          95 State Street
          Suite 2210
          Salt Lake City, UT 84111
        • kent2

          Kent Deaver

          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
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          Kent's mission is to build long-term relationships with his clients, based on trust and a shared commitment to pursue their goals in life.

          Kent is one of a small number of UBS Financial Advisors earning the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.

          Kent understands wealth management is more than a wide range of financial services and strategies you can access at UBS. It is how those services and strategies are developed and delivered to help you pursue your goals. For this reason he offers a customized approach to wealth management, built on personal relationship and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, he utilizes the advisory and investment brokerage capabilities of UBS--one of the world's largest wealth management firms.

          Growing up on a farm taught Kent the value and importance of hard work. Years later, living in Central America gave him greater appreciation for the opportunities and freedoms we enjoy in the United States. Kent was drawn to financial services because of the prospect of combining his ability to work hard with his appreciation of what this country offers. His goal as a Wealth Advisor is to teach individuals and families how to create and protect wealth in order to reach their financial goals.

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

            • Wealth Advisor
            10801 W Charleston Boulevard
            Suite 400
            Las Vegas, NV 89135
          • sara mountain

            Sara McCue, CFA®

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • ID
            • 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

            Sara graduated magna cum laude with a degree in Finance from Boston
            University's School of Management. She is a Chartered Financial Analyst®
            Charterholder and has dedicated years to passing all three levels of the CFA®
            exams and gaining important industry experience.
            She has a passion for investing, educating her clients around the complexities of
            finance, and making an impact in her client's lives and the legacies they strive to
            leave.

            Sara began her career in investments in 2002 as a bond analyst for Babson Capital,
            managing funds for institutional and ultra high net worth clientele. She later
            worked with a private equity team servicing limited partners with a significant
            amount of assets at State Street Bank. In 2006, Sara transitioned to Wealth
            Management when she joined Morgan Stanley. Sara focuses on investment
            management, based upon a financial plan including UBS Wealth Way. She also has
            experience and knowledge with business owners clients and is able to cultivate
            relationships to develop the best team for each step of a successful transition. Sara
            is collaborative and always seeks to maximize the position of her clients by working
            with others and is always educating herself to offer the very best solutions for her
            clients.

            Past experience
            – Analyst, Babson Capital
            – Financial Advisor, Morgan Stanley
            – Vice President, Merrill Lynch


            Education and credentials
            – Bachelor's Degree in Finance - Boston University
            – Series 7, 66 Securities Licenses
            – Chartered Financial Analyst® Charterholder

                  10801 W Charleston Boulevard
                  Suite 400
                  Las Vegas, NV 89135
                Business transition and succession planning

                Business transition and succession planning

                UBS Wealth Way

                UBS Wealth Way

                Advice for business owners and entrepreneurs

                Advice for business owners and entrepreneurs

                Selling your business: Proceed with passion

                UBS Business Transition Services can help unlock the possibilities

                Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                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

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                UBS is a world-leading wealth manager

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