The right moves for your financial future

Private Wealth Management

Working with us

"Advising successful individuals allows me to craft sophisticated strategies that optimize wealth and create lasting legacies. It's a challenge that demands creativity and precision – which I love. Knowing that I am part of transforming a client’s financial goals into real achievements is what motivates me." – Scott MacDonald

Learn what it’s like to work with Scott.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Scott MacDonald

    Scott D. MacDonald, CPWA®

    Senior Vice President–Wealth Management

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Scott has been with UBS for over sixteen years, starting as an intern while in college. After graduating from Northwood University in 2008, Scott was hired into the Associate Program. During his time as an associate, Scott was selected to work in the Regional Consulting Center where he worked alongside The Firm's top consultants in banking, financial planning and alternative investments.

    In 2016 he attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals, business owners and families focused on generational wealth preservation. Scott also holds the Certified Private Wealth Advisor® (CPWA®) designation, administered by Investments & Wealth Institute® formerly IMCA.

    He currently serves as the Finance Chair for Don't Ever Give Up for the V Foundation for Cancer Research as well as sitting on the Board of Directors for Catholic Charities Community Services of Arizona. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award 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

        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
        scott.macdonald@ubs.com
        Scott D. MacDonald, CPWA®
        2575 East Camelback Road,Phoenix,AZ,85016
      • Argo - headshot

        Adam T. Argo, CIMA®

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • IL
        • NJ
        • NY

        Adam joined UBS in 2018 as a Wealth Strategy Associate and supports the team’s investment management and financial planning process. He focuses on portfolio construction, asset allocation, and manager selection. Adam also works closely with Scott to develop custom financial plans and solutions for clients. Prior to UBS, he was an analyst in J.P. Morgan’s Private Bank.

        Adam earned a BBA in economics from the University of Oklahoma and holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute® in conjunction with the Yale School of Management. 

        Outside the office, Adam enjoys spending time with his wife and children, reading, and traveling.

          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

              2575 East Camelback Road
              Suite 900
              Phoenix, AZ 85016
              adam.argo@ubs.com
              Adam T. Argo, CIMA®
              2575 East Camelback Road,Phoenix,AZ,85016
            • Sommer Arekat

              Sommer Arekat

              Wealth Management Associate

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              • AZ
              • CA
              • MA

              Sommer joined UBS in 2012. She earned her B.A. in Design Management upon graduating from Arizona State University. Sommer currently holds the Series 7 and 66 securities licenses. Her areas of focus include operations, client service, and investment management.

              Sommer spent three years in the San Francisco Bay Area working in UBS's Private Wealth Management division where she gained extensive knowledge in advanced planning, trading, and ultra high net worth client servicing. In January 2018, Sommer re-joined UBS Scottsdale's team.

              Sommer lives in Phoenix with her husband and two young sons. In her free time she also enjoys traveling and cooking for her large extended family.

                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

                    14624 N Scottsdale Road
                    Suite 150
                    Scottsdale, AZ 85254
                    sommer.arekat@ubs.com
                    Sommer Arekat
                    14624 N Scottsdale Road,Scottsdale,AZ,85254
                  • Susie Wong

                    Susie Wong

                    Wealth Management Associate

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                    • AK
                    • AZ
                    • CA
                    • ID
                    • IL
                    • OR
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI

                    Susie earned her Bachelor of Science degree in Finance Magna Cum Laude from Arizona State University in 1997. She began her career as a Consulting Group Analyst with Smith Barney in Phoenix, AZ and Menlo Park, CA focusing on portfolio construction, investment manager research, and performance attribution reporting. She then transferred overseas to join Citigroup Asset Management based in Hong Kong strengthening relationships with Asia's ultra-high net worth business owners and families. The she became Director of Marketing & Communications for HSBC Private Bank further building the brand across Asia.

                    After over a decade abroad and meeting her husband in Toyko, Japan, she returned to her native Scottsdale, AZ in 2011 to continue her financial services career. She enjoys cheering on local Valley sports teams, volunteering at pet shelters and long family walks with their two dogs.

                      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

                          2575 East Camelback Road
                          Suite 900
                          Phoenix, AZ 85016
                          susie.wong@ubs.com
                          Susie Wong
                          2575 East Camelback Road,Phoenix,AZ,85016

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                        UBS Wealth Way

                        Shaping multigenerational family wealth

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                        Strategic investment management

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                        Sophisticated portfolio management

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                        Business owners are a rare breed

                        Let our resources help you proceed with passion
                        You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

                        Business owners are a rare breed

                        You’re selling within the year

                        You’re selling within the year

                        You’re 3 years away from exiting

                        You’re 3 years away from exiting

                        You’re considering an exit in 5 years

                        You’re considering an exit in 5 years

                        • Finalize your trust and estate strategies 
                        • Work with us to interview and select the investment banker that works best for you
                        • Finalize your exit plan and focus on getting the best deal for the sale
                        • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
                        • As needed, prepare employees and managers for the transition
                        • Think about what’s next for you and your future, after the sale
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                        • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                        • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
                        • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
                        • Explore gift and estate strategies to help maximize net proceeds from a sale

                        Learn more

                        • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                        • Fine-tune your business model to be most appealing to a buyer
                        • Make sure business documentation and financial statements are in order
                        • Put together a team to prepare the business and optimize value
                        • Strengthen your management team
                        Learn more

                        Global Wealth Report 2024

                        Crafted wealth intelligence

                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                        Gain additional insights into the trends shaping wealth in the US and around the world.

                        Download the report

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $5.8+ trn

                        UBS Group invested assets
                        As of 03/31/2024

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

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