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
  • AR
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MS
  • NJ
  • NV
  • NY
  • OH
  • OK
  • RI
  • SC
  • TN
  • TX
  • VA


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


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

Email Me

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager