$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
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
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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.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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UBS is a world-leading wealth manager