Managing Director–Wealth Management
Financial Advisor
Scott has been a financial advisor at UBS in Richmond since 1998. A native of Albemarle County, VA, he graduated from Radford University in 1997 with a degree in Finance and earned the designation of Certified Financial Planner™ in 2003. He has completed the rigorous Portfolio Management Program (PMP) at UBS and was promoted to Senior Vice President in 2013. He has completed the Columbia Value Investor Course in 2018, the Series 7, 63, and 65 securities exams to be registered as a General Securities Representative and an Investment Advisor and is a licensed insurance agent.
Recognized as an industry leader:
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
Let's connect
Managing Director–Wealth Management
Financial Advisor
Scott has been a financial advisor at UBS in Richmond since 1998. A native of Albemarle County, VA, he graduated from Radford University in 1997 with a degree in Finance and earned the designation of Certified Financial Planner™ in 2003. He has completed the rigorous Portfolio Management Program (PMP) at UBS and was promoted to Senior Vice President in 2013. He has completed the Columbia Value Investor Course in 2018, the Series 7, 63, and 65 securities exams to be registered as a General Securities Representative and an Investment Advisor and is a licensed insurance agent.
Recognized as an industry leader:
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
Let's connect
Senior Wealth Strategy Associate
Ashley graduated from Virginia Commonwealth University in 2010 and has worked in banking and financial services in the Richmond area. She has earned the Chartered Retirement Planning Counselor designation, passed her Series 7 and Series 66 exams, and serves as a Virginia Notary Public. She and her husband, Jason, live in Chester. She is using her experience to passionately serve our clients.
Education
Credentials
Senior Wealth Strategy Associate
Ashley graduated from Virginia Commonwealth University in 2010 and has worked in banking and financial services in the Richmond area. She has earned the Chartered Retirement Planning Counselor designation, passed her Series 7 and Series 66 exams, and serves as a Virginia Notary Public. She and her husband, Jason, live in Chester. She is using her experience to passionately serve our clients.
Education
Credentials
Client Associate
Client Associate
Client Associate
Client Associate
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Let's connect
Vice President–Wealth Management
Financial Advisor
Let's connect
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
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
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