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
  • NJ
  • NV
  • NY
  • OH
  • OK
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

  • 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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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

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.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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