Senior Vice President–Wealth Management
Scott began his career at UBS (formerly PaineWebber) in 1985. Over the years, he has helped his clients manage their wealth through good times and bad. Scott has always stressed asset allocation and total portfolio management, with an emphasis on retirement income planning. Scott earned his bachelor's degree in business from Western Illinois University and earned the CIMA® (Certified Investment Management Analyst) designation from UC Berkeley-Haas School of Business. He holds securities licenses as well as insurance licenses for life and variable annuities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Scott began his career at UBS (formerly PaineWebber) in 1985. Over the years, he has helped his clients manage their wealth through good times and bad. Scott has always stressed asset allocation and total portfolio management, with an emphasis on retirement income planning. Scott earned his bachelor's degree in business from Western Illinois University and earned the CIMA® (Certified Investment Management Analyst) designation from UC Berkeley-Haas School of Business. He holds securities licenses as well as insurance licenses for life and variable annuities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Vice President–Wealth Management
Steve began his career with UBS in 2006. Steve believes that when you fail to plan, you plan to fail. With this mindset, he spends most of his time helping clients to prepare, monitor, and review their financial plans. Steve earned his master's degree in personal financial planning from the College for Financial Planning and his bachelor's degree in business administration from the University of Utah. He also has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation. Steve holds securities licenses as well as insurance licenses for life and variable annuities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Vice President–Wealth Management
Steve began his career with UBS in 2006. Steve believes that when you fail to plan, you plan to fail. With this mindset, he spends most of his time helping clients to prepare, monitor, and review their financial plans. Steve earned his master's degree in personal financial planning from the College for Financial Planning and his bachelor's degree in business administration from the University of Utah. He also has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation. Steve holds securities licenses as well as insurance licenses for life and variable annuities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Authorized Officer
Team Administrator
Lisa began her career with UBS in 1994. She coordinates client service activities and manages important administrative operations. She believes in the value of prompt response and solutions to any needs and concerns that clients may have. Lisa brings great experience from her years of service in the financial industry. She holds both Series 7 and Series 66 securities licenses. Lisa is known for her in-depth understanding of operations and compliance regulations and her attention to detail.
Authorized Officer
Team Administrator
Lisa began her career with UBS in 1994. She coordinates client service activities and manages important administrative operations. She believes in the value of prompt response and solutions to any needs and concerns that clients may have. Lisa brings great experience from her years of service in the financial industry. She holds both Series 7 and Series 66 securities licenses. Lisa is known for her in-depth understanding of operations and compliance regulations and her attention to detail.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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