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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
