Insight-based advice

The Munro Howard Burns Group

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.

Architect at drawing table

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.

  • James Munro

    James Munro

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MT
    • NC
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WY

    Scott Munro is a Vice President of Investments with UBS in Buffalo, New York. With over 30 years in the securities industry, Scott has extensive experience in asset management consulting for affluent families, non-profit organizations, endowments, pensions and 401K plans. Scott employs a consultative approach to wealth management which includes investment policy analysis, asset allocation, manager selection and performance measurement. The UBS Client Experience includes an ongoing review of client portfolios, to ensure each client's goals and objectives are being achieved.

        • Senior Portfolio Manager
        250 Delaware Avenue
        Suite 610
        Buffalo, NY 14202
      • Sean Howard

        Sean Howard, CIMA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • ID
        • IL
        • MA
        • MD
        • MI
        • MT
        • NC
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WY

        Sean Howard is an Account Vice President with UBS in the Buffalo, NY office and began his financial services career in 2005. As a member of The Munro Howard Burns Group, he customizes investment portfolios for clients to help them meet their financial needs. His focus is formulating a financial plan, working with the client to implement a strategic asset allocation and consistently conducting account reviews. This consultative approach allows Sean to monitor each client's portfolio and to make appropriate adjustments when necessary. Sean has an MBA from St. Bonaventure University and his CIMA® from University of Chicago - Booth School of Business.

          • St. Bonaventure University, MBA
          • University of Chicago - Booth School of Business, CIMA
          • Certified Investment Management Analyst®
          • Portfolio Manager
          250 Delaware Avenue
          Suite 610
          Buffalo, NY 14202
        • Adam Burns

          Adam Burns

          Wealth Strategy Associate

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          • FL
          • IL
          • NY
          • SC

          Adam Burns has been working with UBS Financial Services since 2006. As a member of The Munro Howard Burns Group, Adam's client's base includes individual investors and companies who are serviced through a consultative process. This process focuses on preservation of principal, long term capital appreciation and generating current income. Active asset management helps clients employ a customized strategy appropriate for each client profile. He is responsible for providing an exemplary level of service to existing clients and the development of new clients.

                250 Delaware Avenue
                Suite 610
                Buffalo, NY 14202
              • Monica Loretto

                Monica Loretto

                Senior Client Associate

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                • CA
                • FL
                • NY

                      250 Delaware Avenue
                      Suite 610
                      Buffalo, NY 14202

                    What did the Fed say?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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