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:
  • CA
  • CO
  • DE
  • FL
  • 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

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Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

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

$7 trn

UBS Group invested assets
As of 12/31/2025

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