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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
Executive Director
Financial Advisor
With over 20+ years of experience at UBS, Scott possesses a deep understanding of finance, investing, and strategic business development. He employs a collaborative approach, to help deliver tailored solutions to clients, families, and businesses navigating complex financial landscapes. Scott has grown through a variety of roles, including over 12 years as branch manager, building strong relationships across all levels of the organization and gaining a comprehensive understanding of operational, administrative, and compliance functions.
Scott is proud to be part of The Thompson Wealth Management Group since 2023. As a Financial Advisor, he supports Earl and Bryan Thompson and their decades-long, client-focused business. In this role, Scott continues to apply his deep industry knowledge and relationship-driven approach to help deliver personalized financial strategies to a loyal and growing client base through a commitment to excellence, innovation, and client-centric service.
A graduate of UCLA with a degree in Business Economics, Scott is also engaged in the San Diego community. He has served on the Board of Directors for Junior Achievement of San Diego for over a decade, supporting youth education and financial literacy initiatives.
California Insurance License # 0G65701
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
Credentials
Executive Director
Financial Advisor
With over 20+ years of experience at UBS, Scott possesses a deep understanding of finance, investing, and strategic business development. He employs a collaborative approach, to help deliver tailored solutions to clients, families, and businesses navigating complex financial landscapes. Scott has grown through a variety of roles, including over 12 years as branch manager, building strong relationships across all levels of the organization and gaining a comprehensive understanding of operational, administrative, and compliance functions.
Scott is proud to be part of The Thompson Wealth Management Group since 2023. As a Financial Advisor, he supports Earl and Bryan Thompson and their decades-long, client-focused business. In this role, Scott continues to apply his deep industry knowledge and relationship-driven approach to help deliver personalized financial strategies to a loyal and growing client base through a commitment to excellence, innovation, and client-centric service.
A graduate of UCLA with a degree in Business Economics, Scott is also engaged in the San Diego community. He has served on the Board of Directors for Junior Achievement of San Diego for over a decade, supporting youth education and financial literacy initiatives.
California Insurance License # 0G65701
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
Credentials
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
