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.

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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.

  • scott

    Scott Green

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • 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
          • 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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              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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