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$5+ trillion
In invested assets globally
As of 11/07/2023
Private Wealth Management
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Private Wealth Advisor
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.
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Private Wealth Advisor
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.
Recognized as an industry leader:
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
"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.
Research shows that many business owners haven’t done much actual planning around exiting their business. Unfortunately, lack of planning may result in a lower valuation when the business owner is ready to sell. Selling a business may take longer than expected — most sales take six months to two years. Read the full feature article that I wrote for InBusiness.
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.
$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
