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
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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

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Turn possibilities into a plan

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A leading global wealth manager

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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