Wealth advice for your life's goals

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.

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Steven Scher

Senior Vice President–Wealth Management

Financial Advisor

As a reliable and experienced professional, Steven has learned that no matter what career you choose to be successful, it takes a commitment to excellence in all you do. Today, as a Wealth Manager at UBS, his commitment begins with listening to clients, understanding their needs, and identifying their priorities and concerns. These are the components of effective financial planning. Developing, synchronizing and executing financial plans are fundamental to Steven’s wealth management practice. To him, the process should be creative, insight-based and adaptable as clients’ lives and markets evolve over time. That’s why Steven and his team are continuously assessing market conditions, allowing them to move quickly on market opportunities, optimize estate plans and most importantly, grow and preserve wealth.

Steven began work in the investment management business in 1992 and came to UBS as a Senior Vice President in 2005. Prior to that, he had a successful career developing and managing residential and commercial real estate properties. He holds the Series 6, 7, 24, 31, 63, and 65 securities licenses.

Outside of UBS, Steven enjoys spending time with family, friends and clients, along with eating great food, watching soccer and the New England Patriots. He lives in Brookline, MA, with his wife, Lisa, teenage children: Sam, Natalie and Isaac, and their labradoodle.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WI

  • Forbes Best-in-State Wealth Advisors, 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

One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8424

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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.

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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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