Wealth advice for your life's goals

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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.

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
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • 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 and overall asset allocation of the portfolios. Scott is married with two children and lives in Manhattan Beach.

    • Forbes Best-in-State Wealth Advisors, 2019, 2024The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Senior Portfolio Manager
      2121 Rosecrans Avenue
      Suite 1300
      El Segundo, CA 90245
      scott.fortner@ubs.com
      Scott Fortner
      2121 Rosecrans Avenue,El Segundo,CA,90245
    • Leslie 2022

      Leslie Chang, CFA®, CFP®, CPWA®, CEPA®

      Executive Director

      CERTIFIED FINANCIAL PLANNER®

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      Leslie started in wealth management in the year 2000, a year after she graduated from UCLA with a B.S. in Psychobiology.  She originally wanted to become a physician but was drawn to Wall Street.  As a financial advisor, Leslie is fulfilled by her work in helping others in their financial wellness journey.  She joined UBS in 2012 as a manager after spending nine years at Merrill Lynch and Morgan Stanley.  After 15 years managing multiple branch offices, she transitioned to a full time advisor role.  

      Leslie is very passionate about higher education and lifelong learning.  She obtained her MBA in Finance in 2005 from the USC Marshall School of Business, where she sat on the Student Investment Fund managing a portion of the school's endowment.  She earned the Certified Financial Planner™ certification in 2010, the Chartered Financial Analyst® in 2019, the Certified Private Wealth Advisor® certification in 2020, and the Certified Exit Planning Advisor designation in 2023.

      Leslie, her husband and their two daughters live in La Cañada Flintridge, where she serves as a trustee of the La Cañada Educational Foundation Endowment.  She loves her coffee in the morning and wine in the evenings.  

        • USC Marshall School of Business, M.B.A.: 2003 - 2005
        • UCLA, B.S.: 1995 - 1999
        • CERTIFIED FINANCIAL PLANNER®
        • Chartered Financial Analyst®
        • Certified Exit Planning Advisor
        2121 Rosecrans Avenue
        Suite 1300
        El Segundo, CA 90245
        leslie.chang@ubs.com
        Leslie Chang, CFA®, CFP®, CPWA®, CEPA®
        2121 Rosecrans Avenue,El Segundo,CA,90245
      • Christine Lee

        Christine Lee

        Client Associate

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        • AZ
        • CA
        • CO
        • IL
        • IN
        • LA
        • MA
        • MT
        • NJ
        • NV
        • NY
        • TX
        • WI

        Christine Lee is a Senior Registered Client Service Associate who has been at UBS since 2009.  She brings a wealth of experience and knowledge given her extensive tenure in financial services that dates back to 1997.  Outside of work, Christine loves to spend quality time with her grandson and at the gym staying fit.  

          • Roosevelt University
            2121 Rosecrans Avenue
            Suite 1300
            El Segundo, CA 90245
            christine.lee@ubs.com
            Christine Lee
            2121 Rosecrans Avenue,El Segundo,CA,90245
          • Jill

            Jill Burke

            Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • GA
            • IN
            • NJ
            • NV
            • NY
            • OR
            • WA

              • University of Southern California , Bachelors
                2121 Rosecrans Avenue
                Suite 1300
                El Segundo, CA 90245
                jill.burke@ubs.com
                Jill Burke
                2121 Rosecrans Avenue,El Segundo,CA,90245
              • Jeff

                Jeffrey Lewis

                NMLS #947868

                Senior Wealth Management Banker, UBS Bank USA

                Current role and areas of expertise

                Jeff joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the Los Angeles market.

                Jeff has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                Professional history

                Jeff began his career in financial services in 1999. Prior to joining UBS, Jeff held management roles at Charles Schwab Bank and PHH Mortgage.

                Education and personal information

                In Jeff’s role as a Senior Wealth Management Banker his NMLS # is 646233. He holds his Series 7 and 66 securities licenses. He also holds a BA from the University of Arizona.

                Outside of the office, Jeff lives in Los Angeles and enjoys playing Golf, Basketball, and Hockey. 

                Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

              • 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.

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              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.

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              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

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