How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mother daughter laptop

Scott Carter

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • B.S. Business Administration, Management and Operations, Miami University
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-2477

Email Me

Retirement planning

Retirement planning

The Year Ahead - Sustainable Investing

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$2.8 trillion

In invested assets globally 
As of 06/30/2022

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

Insights