Wealth advice for your life's goals

Mother and child laying in bed

At Fortner Wealth Management we provide a hands-on approach to financial planning and a grounded perspective on all the critical decisions you face. Because managing risk is at the core of everything we do, we keep a watchful eye on your short-term needs and your long-term goals. Count on us for the intellectual muscle and protective financial guidance to see you through every stage of life. 

As a team, we offer specializations in the critical areas of wealth management, including financial planning, portfolio management, retirement income planning, risk management and banking services. While we are confident and professional, we pride ourselves on being approachable, friendly and down-to-earth. We've been told our genuine rapport rubs off on our clients, and that's how we have built and maintained such lasting relationships.

updated team photo

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

    Scott Fortner

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Scott joined UBS Wealth Management in 1980 with a Business Degree from the University of Southern California and has been with the firm ever since. A native of Southern California, he is a Senior Vice President-Investments and a Senior Portfolio Manager. Scott is responsible for the day to day investment management of the portfolios, as well as working together with Jude and Marie in developing allocation strategies for clients. Scott is married with two children and lives in Manhattan Beach.

    • Forbes Best-in-State Wealth Advisors, 2019The 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.

      • Senior Portfolio Manager
      2121 Rosecrans Avenue
      Suite 1300
      El Segundo, CA 90245
    • Marie

      Marie Puterbaugh, CFP, CFA

      Account Vice President

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • FL
      • HI
      • ID
      • IL
      • KS
      • MA
      • MD
      • MI
      • MN
      • MO
      • NE
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • WA
      • WY

      Marie, a New York native, began her career in 1992 and joined the team at UBS in 2016.  A graduate of George Mason University, she is a CERTIFIED FINANCIAL PLANNER™(CFP®), a Chartered Financial Analyst (CFA®), and works with Jude and Scott testing portfolio implementation strategies and developing comprehensive financial plans.  She lives in Redondo Beach with her husband, two daughters and Evie, a rescue mutt.

          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Financial Analyst®
          2121 Rosecrans Avenue
          Suite 1300
          El Segundo, CA 90245
        • Judith

          Judith Harris

          Senior Client Associate

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          • AK
          • AZ
          • CA
          • CO
          • FL
          • HI
          • ID
          • IL
          • KS
          • KY
          • MD
          • MN
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OR
          • PA
          • TX
          • UT
          • VA
          • WA

          Raised in southern California and Portland, Oregon, Judi danced professionally for Pasadena Dance Theater and international touring show Disney on Parade for over ten years before beginning her career in financial services. In the ensuing 39 years she has worked in all facets of operations and branch technology. Today Judi is our Service Concierge, responsible for the day to day administrative and operational aspects of the team. She spends considerable time as a Docent at the Los Angeles Zoo & Botanical Gardens where she helps plan educational events and lectures to training classes and magnet school students, among other things. Judi lives in Arcadia.

                2121 Rosecrans Avenue
                Suite 1300
                El Segundo, CA 90245
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                Jeffrey Lewis

                Director

                Senior Wealth Management Banker

              • Lisa Snyder

                Lisa Snyder

                Executive Director

                Wealth Planning Strategist

                Current role and areas of expertise

                Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

                Estate and multi-generational planning
                Retirement income and cash flow analysis
                Business continuity and succession planning
                Retirement plans and employee benefits
                Risk and liability management planning
                Charitable giving strategies
                Executive compensation and benefit strategies

                Professional history

                Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

                Education and personal information

                Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              The circular economy: What is it?

              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