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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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.
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
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.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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