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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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