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
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • 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

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UBS and Credit Suisse—stronger than ever

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.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$5+ trillion

In invested assets globally 
As of 11/07/2023

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

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