Financial planning and beyond

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

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 Green

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WY

    Scott started in the financial services industry in 1988.  Helping his clients navigate their individual financial circumstances gives him the greatest satisfaction.  His area of expertise is on the equity and option markets in addition to strategic asset allocation work.

    Over the years, his focus has been on financial planning and relating the plan to investments.  From the plan, Scott likes to develop a solution that best fits the client.  All work is customized to the client and adjusted as life circumstances change.

    Scott graduated from Miami University with a B.S. in Finance. He and his wife Kelli are parents to three children, Kelsey, Matthew, and Andrew.

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
          scottw.green@ubs.com
          Scott Green
          8044 Montgomery Road,Cincinnati,OH,45236
        • karen

          Karen Decker

          Authorized Officer

          Senior Client Associate

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          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • NC
          • OH
          • TX

          Karen joined UBS in 2004 and has been in the financial services industry over 15 years.  She enjoys getting to know our clients and providing excellent customer service.

          Karen and her husband Tim are from Northern Kentucky, where they raised their two children Rob and Julie.  They now enjoy their 2 grandchildren, who are their pride and joy.  Besides spending time with her family, Karen also enjoys her flower garden and showing Tim's classic cars.

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
                karen.decker@ubs.com
                Karen Decker
                8044 Montgomery Road,Cincinnati,OH,45236
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              Turn possibilities into a plan

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              Support and resources

              Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

              Learn how you can get involved and make an impact through the UBS Optimus Foundation.

              The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              51 countries

              Our global footprint

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              UBS is a leading and truly global wealth manager

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