Local focus. Global access.

One relationship. All of UBS.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Train mountains

Scott Weierman, CIMA, CFP

Senior Vice President–Wealth Management

Financial Advisor

Scott joined UBS in 2014 as a Senior Vice President and Senior Portfolio Manager after 14 years with Morgan Stanley.  He specializes in serving his clients through portfolio management and financial planning, emphasizing the importance of risk management.

Scott attended the Wharton School of Business at the University of Pennsylvania to complete the Certified Investment Management Analyst designation in 2005-2006.  He also holds the designation of Certified Financial Planner, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is one of the few advisors in the state that holds both designations.  In 2007, he completed the Consultants University at the Chicago Booth School of Business at the University of Chicago.  Scott graduated from the University of Utah with a degree in Finance.

Scott has four children and currently resides in the Salt Lake Valley.  He is an avid baseball fan and coaches a competitive traveling youth baseball team.  He also enjoys crossfit, golfing, fly fishing, skiing and mountain biking.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • Finance, University of Utah
  • Consultants' University, The University of Chicago, Booth School of Business

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
95 State Street
Suite 2210
Salt Lake City, UT 84111
  • (801) 524-1830

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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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