Financial planning tailored to your goals

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.

Get started on your financial plan

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.

Jennifer Pope

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- MD
- MI
- MN
- MO
- MT
- NC
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- WA
- WY
Jennifer joined UBS Financial Services Inc. in 2003. Previously, she worked as a Financial Advisor for Prudential Financial, where she received the Top Gun, Number One Advisor Award in 1997. She was a member of the Advisory Council and a training director for Nuveen Investments. Jennifer received her B.A. degree in economics and management, accounting from Albion College and is Series 6, 7, 63 and 65, as well as Life and Health Insurance licensed. Jennifer earned the Wealth Advisor designation from UBS. She is also a Board Member of the National Football Foundation's Valley of the Sun Chapter.
- 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
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Scott Watson, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- WA
- WY
Scott joined UBS in 2004. Prior, he worked in the Internal Audit Department of CSK Auto Inc. and interned at AG Edwards. Scott graduated cum laude from Jacksonville State University with a B.S. degree in business with special honors in finance. Scott is Series 7, 66, as well as Life and Health Insurance Licensed. Scott earned the Wealth Advisor designation from UBS in 2007. He has also been awarded the CERTIFIED FINANCIAL PLANNER™ designation.
- B.S. Business with Special Honors in Finance
- Division 1 Basketball Player at Jacksonville State
- 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
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Joseph DeMichele

Financial Advisor

Certified Exit Planning Advisor
View bio
- AZ
- CA
- IN
- NV
- TX
- VA
Joey DeMichele began his career at UBS Financial Services after playing five seasons in professional baseball. He was fortunate enough to have been drafted in the 3rd round of the 2012 MLB draft out of Arizona State University. After his athletic professional career ended, Joey joined UBS Financial Services in 2017 with a focus on helping professional athletes with their financial goals. Joey's bachelor’s degree is in Finance from Arizona State University. Joey is FINRA registered and holds a Series 7, 63, and 65 securities licenses as well a license for life insurance.
- 3rd Round Draft Pick by the Chicago White Sox
- Minor League Gold Glove Award in 2015 & 2016
- First Team All-American at Arizona State University
- Certified Exit Planning Advisor
4800 N. Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Angelica Santella

Client Associate
View bio
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251

Jennifer Pope

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- MD
- MI
- MN
- MO
- MT
- NC
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- WA
- WY
Jennifer joined UBS Financial Services Inc. in 2003. Previously, she worked as a Financial Advisor for Prudential Financial, where she received the Top Gun, Number One Advisor Award in 1997. She was a member of the Advisory Council and a training director for Nuveen Investments. Jennifer received her B.A. degree in economics and management, accounting from Albion College and is Series 6, 7, 63 and 65, as well as Life and Health Insurance licensed. Jennifer earned the Wealth Advisor designation from UBS. She is also a Board Member of the National Football Foundation's Valley of the Sun Chapter.
- 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
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Scott Watson, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NM
- NV
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- WA
- WY
Scott joined UBS in 2004. Prior, he worked in the Internal Audit Department of CSK Auto Inc. and interned at AG Edwards. Scott graduated cum laude from Jacksonville State University with a B.S. degree in business with special honors in finance. Scott is Series 7, 66, as well as Life and Health Insurance Licensed. Scott earned the Wealth Advisor designation from UBS in 2007. He has also been awarded the CERTIFIED FINANCIAL PLANNER™ designation.
- B.S. Business with Special Honors in Finance
- Division 1 Basketball Player at Jacksonville State
- 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
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Joseph DeMichele

Financial Advisor

Certified Exit Planning Advisor
View bio
- AZ
- CA
- IN
- NV
- TX
- VA
Joey DeMichele began his career at UBS Financial Services after playing five seasons in professional baseball. He was fortunate enough to have been drafted in the 3rd round of the 2012 MLB draft out of Arizona State University. After his athletic professional career ended, Joey joined UBS Financial Services in 2017 with a focus on helping professional athletes with their financial goals. Joey's bachelor’s degree is in Finance from Arizona State University. Joey is FINRA registered and holds a Series 7, 63, and 65 securities licenses as well a license for life insurance.
- 3rd Round Draft Pick by the Chicago White Sox
- Minor League Gold Glove Award in 2015 & 2016
- First Team All-American at Arizona State University
- Certified Exit Planning Advisor
4800 N. Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Angelica Santella

Client Associate
View bio
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251

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.

Athletes and entertainers, let’s talk legacy

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

A team approach

The world’s top athletes are back in business

Watch the all-new season of PlayersTV’s “Front Office,” presented by UBS

In season one, the world’s top athletes got down to business, investing in thriving start-ups. In season two, a new team of world-class athletes hears pitches from entrepreneurs with a range of exciting businesses. Who will get the funding they need to take their business to the next level?

Episode 4: Deron Williams—3X NBA All-Star; 2X Olympic Gold Medalist

Watch now

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Global Equity Research

Institutional Investor, 2021 Global Rankings

More than 150 years

offering financial advice

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Financial planning tailored to your goals

Pursuing your goals together

Jennifer Pope

Scott Watson, CFP

Joseph DeMichele

Angelica Santella