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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Scott has been with UBS (formerly PaineWebber) since 1985. He provides extensive abilities and experience in the areas of managed accounts, retirement planning and insurance services. Scott graduated from Western Illinois University in 1979 with a Bachelor of Business degree and earned his CIMA (Certified Investment Management Analyst) designation in 2004 from UC Berkeley-Haas School of Business. He lives in San Mateo, California, has two daughters, Alexandra and Cassandra, and is very active in local school and community interests.
Personal & Community
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
Scott has been with UBS (formerly PaineWebber) since 1985. He provides extensive abilities and experience in the areas of managed accounts, retirement planning and insurance services. Scott graduated from Western Illinois University in 1979 with a Bachelor of Business degree and earned his CIMA (Certified Investment Management Analyst) designation in 2004 from UC Berkeley-Haas School of Business. He lives in San Mateo, California, has two daughters, Alexandra and Cassandra, and is very active in local school and community interests.
Personal & Community
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
