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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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Fausto

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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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