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.

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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

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

$6 trn

UBS Group invested assets
As of 12/31/2024

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