Experience

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

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.

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

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.

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.

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

Angie has provided exceptional client service and has spearheaded all administrative needs for select financial advisory teams since 1998. Angie continues this outstanding service as a key member of Ethos Wealth Advisors. Angie is a graduate from Northern Arizona University and holds her Series 6, 7, 63 and 66 licenses. Please contact Angie for any operational and administrative needs. Angie lives in Phoenix with her twins, Reese and Riley.

Ana moved to Las Vegas from San Antonio, Texas in July 2016. She brings 25 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority. Ana holds a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital. In her spare time Ana enjoys attending her son, Austin, school Jazz performances and exploring Jeep trails with her husband Brady.

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.