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Private Wealth Management

Abstract rendering

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. 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.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Scott Stackman

Managing Director–Wealth Management

Private Wealth Advisor

Professional Experience 

  • UBS Financial Services Inc., Managing Director - Wealth Management, September 2008 - Present
  • Lehman Brothers, Senior Vice President, August 2000 - September 2008
  • Family Office, Investments, September 1989 - June 2000

Personal & Community

  • Founder and Chair of the New York City Heroes Heart and Hope Gala to benefit the Challenged Athletes Foundation
  • Challenged Athletes Foundation Board Member
  • Recipient of the Jim McLaren Award from the Challenged Athletes Foundation
  • Accomplished Triathlete and 2 time finisher of the Hawaii World Championship Ironman
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 100 Financial Advisors, 2015, 2016, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.
  • Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
  • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
  • Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022The 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.

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

  • B.A., University of Maryland

Credentials

  • Private Wealth Advisor
299 Park Avenue
26th Floor
New York, NY 10171
  • (212) 821-7112

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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