Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Scott Smith

First Vice President–Wealth Management

I joined UBS's Philadelphia office in 1988 after a successful 15 year career as a manufacturing executive specializing in international management and finance. My primary focus is developing investment strategies emphasizing preservation of capital for private investors, families, and institutions. I hold a Bachelor's degree from The American University and earned an MBA from The Wharton School of the University of Pennsylvania.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NY
  • PA
  • TN
  • TX
  • VA
  • WY


  • Bachelor's Degree, The American University
  • MBA , The Wharton School Of The University Of Pennsylvania
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (215) 496-2310

Email Me

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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.

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