Insight-based advice

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• OH
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Scott Munro, a Senior Vice President-Wealth Management and Senior Portfolio Manager at UBS Financial Services Inc., boasts over 40 years of experience in financial advisory. His focus is on cultivating lasting relationships with high net worth and ultra high net worth clients, ranging from multigenerational families to business magnates, entrepreneurs, family offices and philanthropic foundations.

Teaming up with a skilled ensemble, Scott offers a comprehensive suite of financial strategies, including investment management, philanthropy, business succession planning and structured credit solutions. However, what truly distinguishes Scott is his profound belief in understanding clients on a personal level, integrating their financial goals with their unique lives and family dynamics.

In an industry that often emphasizes transactions over relationships, Scott stands as a model of honesty and dedication. His legacy is one of astute financial stewardship and enduring client connections, guiding them toward a future enriched with prosperity and fulfillment.

Scott has a remarkable educational background that sets him apart. He graduated from Niagara University in 1983, earning a B.S. with a focus on management and economics. His commitment to academic excellence laid the foundation for his career.

In addition to his academic achievements, Scott holds the title of Certified Portfolio Manager, earned through the UBS Portfolio Management Program. This certification reflects his deep knowledge in managing investment portfolios, a skill honed through years of dedication to his craft.

Beyond his professional accomplishments, Scott is a community-minded individual, having served as a former member of the Mount St. Mary’s Hospital Foundation. He is also an active member of the Niagara Falls Country Club in Lewiston, NY, where he enjoys his passion for golf. Scott Munro resides in Lewiston, NY, with his wife Kristen.

• Niagara University, BS, Business Management

• Senior Portfolio Manager

• 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 a distinguished UBS Financial Advisor specializing in managing the affairs of high-net worth and ultra high-net worth families, business owners, corporate executives and Non-Profit Institutions. Since 2005, Sean’s collaborative approach has been instrumental in simplifying intricate global markets through actionable strategies tailored to each client’s unique goals.

Beginning with a strong academic foundation, Sean earned a bachelor’s degree in business administration with a minor in economics from SUNY Buffalo State University. His passion for financial markets and wealth management led him to pursue advanced degrees, including an M.B.A. with a specialization in finance. Sean boasts an impressive array of certifications, including CFP®, CIMA® and CEPA.

However, what truly distinguishes Sean is his steadfast dedication to his clients. Recognizing the deeply personal nature of financial decisions, he approaches his work with thoroughness, transparency and a sincere commitment to achieving the best possible outcomes for those he serves.

Beyond his professional achievements, Sean’s community involvement shines. He actively contributes to FeedMore WNY, serving on the Investment Committee. Sean, alongside his wife Patricia and their children, Declan and Louise, resides in Kenmore, NY, where he plays and active role with his kids’ school via fundraising and organizing and coaching athletic activities.

Sean is an experienced financial advisor who strives to earn the trust of and assist in the success of high-net worth and ultra high-net worth families, and large institutions. His impressive academic achievements, professional certifications and hands-on experience make him a trusted ally for those navigating the complexities of wealth management and financial planning. Commitment to ethical practices, continuous learning and unwavering dedication to his clients position him as a devoted and competent advisor in the Financial Services industry.

• St. Bonaventure University, MBA, Finance
• SUNY Buffalo State University, BS, Minor in Economics
• University of Chicago - Booth School of Business, CIMA

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Portfolio Manager
• Certified Exit Planning Advisor

• FL
• IL
• NY
• SC

Adam has been a dedicated Wealth Strategy Associate at UBS Financial Services since 2006, where he proudly serves as a valuable member of The Munro Howard Burns Group. His unwavering commitment to the team’s clients, including Individual Investors, Affluent Families and Business Owners, begins with a simple yet profound principle: the importance of a meaningful conversation.

Listening keenly to the unique needs and aspirations of the team’s clients, Adam leverages the vast resources offered by UBS to provide prompt and personalized solutions. His approach extends beyond short-term financial goals, delving into the realm of long-term aspirations, ensuring a comprehensive understanding of each client’s financial landscape.

As an integral part of The Munro Howard Burns Group, Adam champions a holistic approach to wealth management. This includes incorporating liability management and estate planning strategies into every financial conversation. The goal is to craft meticulous financial plans, positioning the team as the go-to resource for any financial challenge.

Beyond the world of finance, Adam follows his passion for sailboat racing, a love he’s nurtured since his junior sailing days. During his college years, he distinguished himself as a Three-Time All American Collegiate Sailor at Old Dominion University. His sailing prowess has been recognized with an impressive record of eight North American Sailing Championships across four different one-design classes, sailing with diverse crews. This talent even earned him a spot as a Rolex Yachtsman of the Year Finalist.

Adam finds his anchor in Youngstown, where he resides with his wife and their son. When he’s not navigating the intricacies of finance, he revels in outdoor activities with his family. In his spare time, you’ll often find him competitively sailing and generously volunteering within his community, reflecting his commitment to excellence both on and off the water.

• Canisius University, MBA
• Old Dominion University, BS, Business

• CA
• FL
• NY

Monica is a seasoned Senior Registered Client Service Associate, serving as the primary point of contact for The Munro Howard Burns Group. With a career spanning over two decades in the financial services industry, Monica’s experience is built on a strong foundation. She embarked on her journey in 1996 with AG Edwards, followed by her time at PaineWebber, which is now UBS Financial Services, in 1997.

Monica’s commitment to excellence shines through her role, where she meticulously manages operational and administrative functions, working to achieve a seamless and quality client experience. Her dedication extends to addressing clients’ inquiries and concerns, fostering trust and satisfaction.

Monica is well-equipped, holding the Series 7 and 63 securities licenses, demonstrating her dedication to professional development. Beyond her professional life, Monica finds joy in family life with her partner, Mike, and their four sons—Josh, Nate, Connor and Ian. Monica’s blend of experience, knowledge and personal values make her an invaluable asset to the team.