Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Happy woman

John Gruner

Vice President–Wealth Management

Financial Advisor

For over 25 years, Scott's personal mission has been to develop long-term client relationships which weather the financial storms of life. Helping business owners and retirees manage their wealth, they have survived and thrived after the bear markets of 1994, 2000 & 2008. At UBS, Scott emphasizes discretionary portfolio management for conservative and moderate risk clients, retirement income planning & creative estate planning. Having studied business at Northwestern & University of Cincinnati (BFA), his master's degree is in Pastoral Counseling. He earned his CFP® at Shearson Lehman Brothers.

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MO
  • NC
  • NJ
  • NY
  • OH
  • TN
  • TX
  • VA
  • WA

Education

  • B.F.A., University of Cincinnati
  • M.A., Southern Seminary

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
8044 Montgomery Road
The Towers At Kenwood
Suite 250
Cincinnati, OH 45236
  • (513) 792-2102

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights