Financial planning and beyond

Arizona

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Jennifer-Pope

    Jennifer Pope

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
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    • UT
    • VA
    • WA
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    • WY
    • 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 Wealth Management Teams, 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The 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.

        14624 N Scottsdale Road
        Suite 150
        Scottsdale, AZ 85254
        jennifer.pope@ubs.com
        Jennifer Pope
        14624 N Scottsdale Road,Scottsdale,AZ,85254
      • Ruboyianes Headshot

        Andrew Ruboyianes, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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

        Andrew Ruboyianes, CFP®, discovered a love for finance while growing up in the industry under the wing of his father  (Jim) who has been with what is now UBS for 38 years.  As a youth Andrew was an accomplished athlete, Eagle Scout and The Vice President of National DECA.  After completing an undergraduate degree in communication and business from the University of Arizona, he joined his father at UBS as a financial advisor.  Andrew has gone on to complete the Wealth Advisor designation at UBS and has become a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

        Andrew is married to Alexia who he met at church at an early age.  Together they love to run, cook and spend time with their three children.

        • 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.

            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718
            andrew.ruboyianes@ubs.com
            Andrew Ruboyianes, CFP
            2840 E. Skyline Drive,Tucson,AZ,85718
          • Robert Lerhnhardt

            Robert Lehnhardt, CFP

            First Vice President–Wealth Management

            Financial Advisor

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

            I began my career in financial services in 1986  after earning a Bachelor of Science degree in Business Administration from Northern Arizona University.  I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010.  Previously I worked for First Interstate Bank of Arizona.

            My relationships with my clients are long term and are built on understanding and meeting their unique needs.  In my relationships with my clients I often provide them advice that goes beyond investment management.

            I  provide my clients with core investment strategies and provide them with tactical asset allocation.

            My wife Lisa and I live in Tucson Arizona.  We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.

            • 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.

                2840 E. Skyline Drive
                Tucson
                Tucson, AZ 85718
                robert.lehnhardt@ubs.com
                Robert Lehnhardt, CFP
                2840 E. Skyline Drive,Tucson,AZ,85718
              • Scott-Watson

                Scott Watson, CFP

                First Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • 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 Best-in-State Wealth Management Teams, 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.
                • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

                    14624 N Scottsdale Road
                    Suite 150
                    Scottsdale, AZ 85254
                    scott.watson@ubs.com
                    Scott Watson, CFP
                    14624 N Scottsdale Road,Scottsdale,AZ,85254
                  • Marnie Rose

                    Marnie Rose

                    Senior Wealth Strategy Associate

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                    • AL
                    • AZ
                    • CA
                    • CO
                    • FL
                    • MA
                    • MI
                    • NE
                    • NM
                    • NY
                    • OH
                    • TX
                    • WA

                    Marnie started in the financial industry in 1997 in Denver, Colorado. In 2005 she moved back to her hometown of Tucson, Arizona where she has gained vast experience in multiple different roles within the industry from various firms as a New Accounts Clerk, Senior Registered Client Service Associate, Administrative Manager, & Senior Wealth Strategy Associate. She is Series 7 and 66 licensed.​

                    Marnie has a son named Ryan. She has loved watching him play football since he was 8 years old. She is very active with his high school team Booster Club. In addition, she enjoys volunteering in her local community for the Boys & Girls Club of Southern Arizona & Cards for Kids.​

                          2840 E. Skyline Drive
                          Tucson
                          Tucson, AZ 85718
                          marnie.rose@ubs.com
                          Marnie Rose
                          2840 E. Skyline Drive,Tucson,AZ,85718
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                          Angelica Santella

                          Registered Client Associate

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                          • AK
                          • AL
                          • AZ
                          • CA
                          • CO
                          • CT
                          • FL
                          • GA
                          • HI
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • MA
                          • MI
                          • MN
                          • MO
                          • MT
                          • NC
                          • NE
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • SC
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • WA
                          • WI
                          • WY

                              • Registered Client Associate
                              14624 N Scottsdale Road
                              Suite 150
                              Scottsdale, AZ 85254
                              angelica.santella@ubs.com
                              Angelica Santella
                              14624 N Scottsdale Road,Scottsdale,AZ,85254
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                              Lori Klasen

                              Client Associate

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                                      2840 E. Skyline Drive
                                      Tucson
                                      Tucson, AZ 85718
                                      lori.klasen@ubs.com
                                      Lori Klasen
                                      2840 E. Skyline Drive,Tucson,AZ,85718
                                    • Isabella Pena

                                      Isabella Peña

                                      Client Associate

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                                              2840 E. Skyline Drive
                                              Tucson
                                              Tucson, AZ 85718
                                              isabella.pena@ubs.com
                                              Isabella Peña
                                              2840 E. Skyline Drive,Tucson,AZ,85718

                                            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.

                                            Family on back porch

                                            Wealth transfer across generations

                                            Building multicultural wealth, together

                                            Building multicultural wealth, together

                                            Swimmer in water

                                            The unique needs of athletes and entertainers

                                            Swimmer

                                            UBS Sports & Entertainment

                                            When incredible financial opportunities come your way

                                            Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.9+ trn

                                            UBS Group invested assets
                                            As of 06/30/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager

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