A plan for today, tomorrow and generations to come

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.

Mother daughter laptop

Gilbert "Scott" Thompson

Financial Advisor

It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk with you about wealth management, I want to learn about those life
questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be okay when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. My team and I have
the experience to work for each client, helping them find the best way forward to pursue the goals that truly matter.

Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
– Life transition planning for marriage, divorce or loss of a loved one

Experience to guide you forward

Financial Advisor, UBS Financial Services, Series 7, 66 securities licenses
CEO, Legend Leadership Group
Associate Vice President, University of Florida Foundation
Executive Director, UCLA Jonsson Cancer Foundation
Making a difference in my community
– Financial Coach for Non-Profits and Foundations
– National Coach Ambassador for Coaches vs Cancer

Registered States:
  • AZ
  • LA
  • TN
  • TX
  • VA
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718
  • (520) 748-3621

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

$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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