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Scot Pardo, CFP

Vice President–Wealth Management

Before joining UBS, Scot was a financial advisor with Smith Barney in Ann Arbor, MI from March 2002 thru February 2009. Scot joined Smith Barney in 2002 after seven years at Merrill Lynch. Previously, Scot was a senior manager at Grand Trunk Railroad. He has both his Bachelor of Arts and his Masters in Business Administration in Finance from Wayne State University. Scot earned his CERTIFIED FINANCIAL PLANNERTM designation in 2007. He focuses on financial planning and implementing proposed solutions to investment strategies.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • Masters of Business Administration in Finance, Wayne State University
  • Bachelor of Arts in Finance , Wayne State University

Credentials

  • Senior Portfolio Manager
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1587

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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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