How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Globe

Scott T. Atkins

Vice President

Financial Advisor

Scott began his career at UBS in 2011 within the Alternative Investment Group at the Wealth Management Americas Headquarters in New Jersey. He then moved on to the Asset Management Group in New York City and San Francisco before joining the Philadelphia office in Global Wealth Management. Working across the country in multiple business units has given him knowledge and experience to educate his clients on the global resources of UBS.

As someone who has always been passionate about building meaningful relationships, Scott works closely with professional athletes, entrepreneurs, business owners and high net-worth families with a focus on planning, asset management and banking. He is high-energy, forward-thinking and engaged in helping his clients achieve their financial goals.

Scott is a singer/songwriter/musician, watch collector and car enthusiast. He and his wife, Eileen live in Wayne, PA with their daughter, Stella Wren and dog, Penny.

Registered States:
  • CA
  • FL
  • GA
  • LA
  • MN
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI

Education

  • B.S. in Finance & Economics Minor, University of Delaware
  • MBA in Finance, Fordham University

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Cash management
Securities-backed lending
Asset allocation
Alternative investments
Business Owners
Professional athletes
Multi-generational families
1735 Market Street
Mellon Bank Center
44th Floor
Philadelphia, PA 19103
  • (215) 496-2063

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

More than 160 years

offering financial advice

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