Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
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.
First 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
First 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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
