Let's move forward. Together.

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.


Scott Root, CIMA

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

  • Community and Charity Volunteer Activities
  • Hillsborough Schools and Hillsborough Recreation
Registered States:
  • AK
  • AR
  • AZ
  • CA
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • ME
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023The 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


  • Bachelor of Business, Western Illinois University


  • Certified Investment Management Analyst®
  • Portfolio Manager
400 South El Camino Real
Suite 900
San Mateo, CA 10019
  • (650) 696-1303

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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