Lasting relationships. For all that matters

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.

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Scott Hollaender

Executive Director

Financial Advisor

Scott is an Executive Director at UBS Financial Services, responsible for the Wealth Management Business in the Downtown San Diego and Rancho Bernardo offices. Scott has been with UBS for over 18 years. He started his career at UBS in 2002 as an intern and has held a variety of roles  while developing extensive relationships at all levels across UBS. Scott brings an extremely deep knowledge of all aspects of finance and investing to bear for his advisors and clients, leveraging his roles on the operational, administrative and compliance sides of the industry.

Over the length of his career, he has focused on delivering the global resources of UBS to advisors and clients, partnering with advisors to help them grow their businesses and providing solutions to clients, their families, and businesses to help solve their complex and ever-changing needs.

Scott graduated from UCLA with a major in Business Economics. He is active in the community across a number of organizations.

California Insurance License # 0G65701

Personal & Community

  • Board of Directors - Junior Achievement of San Diego
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI

  • 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

  • Bachelor's Degree in Business Economics, UCLA
600 West Broadway
Suite 2100
San Diego, CA 92101
  • (619) 557-4788

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Defining your priorities. Pursuing what matters.

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.

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Retirement planning

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Wealth transfer across generations

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Advice for business owners & entrepreneurs

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Success to succession

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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