Financial planning tailored to your goals

Team Picture - IWM

We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.

Our team has temporarily relocated to 2575 E. Camelback Road Suite 900 Phoenix, AZ 85016. We look forward to seeing you at our new Scottsdale location opening this fall, 2023.

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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.

  • Pope2

    Jennifer Pope

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NM
    • NV
    • OH
    • OK
    • PA
    • TN
    • TX
    • UT
    • WA
    • WY

    Jennifer was born and raised in Chicago, Illinois. She attended Albion college and graduated with a B.A. degree in Economics & Management, Accounting.

    Jennifer joined UBS in 2003 after working as a Financial Advisor for Prudential Financial. At Prudential, she received the Top Gun Number One Advisor Award in 1997 for her outstanding work. Jennifer also previously worked at Nuveen Investments where she was a member of the Advisory Council and a training director. She is FINRA-registered and holds her series 6, 7, 63, and 65 security licenses as well as being licensed for Life ad Health Insurance. In addition to her security licenses, Jennifer also holds the Wealth Advisor designation from UBS.

    Outside the office, Jennifer lives in Chandler with her husband Brian and 5 dogs. She spends much of her free time with her family. Jennifer volunteers for the Chandler High School football team. Her personal hobbies include running, gardening, and off-roading.

    • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Wealth Advisor
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Watson2

      Scott Watson, CFP

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • IL
      • IN
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NM
      • NV
      • OH
      • OK
      • PA
      • TN
      • TX
      • UT
      • WA
      • WY

      Scott was born and raised in Gilbert, Arizona. He attended Jacksonville State University and graduated cum laude with a Bachelor of Science degree in Business with special honors in Finance. While at Jacksonville State, Scott was a Division 1 basketball player.

      Scott joined UBS in 2004 after working in the Internal Audit Department of CSK Auto Inc and AG Edwards. Scott earned the Wealth Advisor designation from UBS in 2007 as well as being awarded the CERTIFIED FINANCIAL PLANNER™ designation. He also was named of the Forbes' Top Next-Gen Best In State Wealth Advisors in 2019, selected by SHOOK Research. Scott is committed to delivering professional investment management and building personalized relationships with his clients.

      Outside the office, Scott lives in Gilbert with his wife and three children. He enjoys coaching baseball and basketball and giving back to his community.

      The 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The 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.

        • CERTIFIED FINANCIAL PLANNER™
        • Wealth Advisor
        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
      • Joey

        Joseph DeMichele

        Financial Advisor

        Certified Exit Planning Advisor

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        • AZ
        • CA
        • IN
        • NV
        • TX
        • VA

        Joey was born and raised in Phoenix, Arizona. He attended Arizona State University and graduated with a Bachelor of Science degree in Finance. While at ASU, Joey was a first team All-American baseball player for the Sun Devils. His junior year, he was drafted in the 3rd round of the 2012 MLB draft by the Chicago White Sox. Joey signed with the White Sox in 2012 and started his professional baseball career. He played 6 years of pro baseball and won two MiLB Gold-Glove awards for best defensive second basemen in 2015 and 2016.

        Joey joined UBS in 2017 and immediately got registered with FINRA and the SEC. He holds the Series 7, 63, and 65 securities license as well as being licensed for life insurance. In 2023, Joey earned the Certified Exit Planning Advisor designation which allows him to be uniquely qualified to help business owners sell or transition their business. Joey enjoys teaching his clients about financial solutions and customizing a plan for each client.

        Outside the office, Joey lives in Mesa with his wife Sara. He loves to spend time with family and friends, go golfing, and try new restaurants.

            • Certified Exit Planning Advisor
            4800 N. Scottsdale Road
            Suite 4500
            Scottsdale, AZ 85251
          • Angelica

            Angelica Santella

            Client Associate

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              Angelica is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Angelica also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

                    2575 East Camelback Road
                    Suite 900
                    Phoenix, AZ 85016

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Empty stands

                  Athletes and entertainers, let’s talk legacy

                  Who we work with

                  Who we work with

                  A team approach

                  A team approach

                  Raise your financial game

                  Watch the all-new series: PlayersTV’s Level Up, presented by UBS

                  Some of the top athletes in professional sports share their experience on managing money in our all-new financial literacy series, Level Up, featuring renowned athletes like NFL’s Austin Ekeler, NBA’s Malcolm Brogdon, Track Olympian Kristi Castlin and more. Binge all 10 shows at ubs.com/legacy.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Global leader

                  UBS is a world-leading wealth manager

                  #1

                  Global Equity Research 

                  Institutional Investor, 2021 Global Rankings

                  More than 150 years

                  offering financial advice