Lasting relationships. For all that matters

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.

Pensive Man On Boat

Scott Jones

Senior Vice President–Wealth Management

Financial Advisor

Scott offers over 24 years of experience in the wealth management industry assisting families, pre-retirees, retirees, business owners, and executives with their investment and planning needs.  His business philosophy is centered on comprehensive financial planning. This includes retirement, estate, and tax planning strategies. His investment philosophy is centered on discipline and managing risk to help his clients pursue their financial goals and avoid common investment pitfalls. His clients depend on him to lead them through life's most important financial decisions and have come to rely on his insight and recommendations.

Before joining UBS, Scott was a Financial Advisor at Merrill Lynch, where in addition to assisting his clients, he managed the Blue Ash, Ohio office. There, he supervised and coached as many as 27 other advisors. 

Scott lives with his wife, Lorraine, in Anderson Township. Outside of the office, he is active in the Boy Scouts of America and enjoys woodworking, tennis, and golf.

Registered States:
  • AK
  • AL
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.B.A. Finance, University of Cincinnati

Credentials

  • CERTIFIED FINANCIAL PLANNER®
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-2414

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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UBS Group invested assets
As of 06/30/2024

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