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. 

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 traveling, sports, music and spending time with family and friends. He lives in Brookline, MA with his wife, 3 kids and labradoodle.

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

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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
35th floor
Boston, MA 02109
  • (617) 439-8424

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