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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Scott Ayres

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
A native Syracusan, Scott started his financial services career with Shearson Lehman Brothers in 1985 as a financial advisor and continued with its successor firm Morgan Stanley/Smith Barney until joining UBS in 2009. Scott focuses his business on wealth management, retirement planning, and estate planning strategies.

He received his B.S. degree from Syracuse University with a major in Marketing – Syracuse University School of Management. Scott is active in Tip Club of Syracuse and Fayetteville United Methodist Church. In addition, Scott mentors Veterans through an Alliance with American Corporate Partners (ACP), for those seeking a career in finance.

Scott enjoys golfing, biking, and hiking in his spare time.
- Forbes Best-in-State Wealth Advisors, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Syracuse University, B.S. Marketing
- Senior Portfolio Manager
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

scott.ayres@ubs.com

Scott Ayres

440 South Warren Street,Syracuse,NY,13202
Margo Wilkinson, CRPC

Authorized Officer

Team Administrator
View bio
- FL
- NY
Margo is a 28 year veteran of the financial services industry, who began her career in 1995 at Smith Barney before joining UBS in 2009. In 2016, Margo assumed the title of Wealth Management Associate. In her continuing efforts toward self-improvement she obtained the Chartered Retirement Plan Counselor™ (CRPC™) designation and in 2021 Margo became the Team Administrator.

Margo enjoys spending time with family and friends, biking, hiking and reading.
- SUNY Brockport, Bachelor’s Degree in Finance
- Chartered Retirement Planning Counselor
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

margo.wilkinson@ubs.com

Margo Wilkinson, CRPC

440 South Warren Street,Syracuse,NY,13202
Richard Ayres, CFP, CRPC

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Rich began his career in the Financial Services Industry in 2013 before joining UBS at the Weehawken, New Jersey headquarters in 2016. Working in Financial Planning and Advisory Consulting, Rich provided comprehensive planning and investment advice to financial advisors and clients throughout the country. Understanding the importance of financial planning, Rich went on to obtain his Chartered Retirement Planning Counselor(SM) certification in 2018 and his CERTFIED FINANCIAL PLANNER™ certification in 2019. After gaining valuable experience in UBS’ headquarters, he joined the Syracuse Group in 2022.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Delaware, B.S. Finance and Management: 2009 - 2013
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

richard.ayres@ubs.com

Richard Ayres, CFP, CRPC

440 South Warren Street,Syracuse,NY,13202

Scott Ayres

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
A native Syracusan, Scott started his financial services career with Shearson Lehman Brothers in 1985 as a financial advisor and continued with its successor firm Morgan Stanley/Smith Barney until joining UBS in 2009. Scott focuses his business on wealth management, retirement planning, and estate planning strategies.

He received his B.S. degree from Syracuse University with a major in Marketing – Syracuse University School of Management. Scott is active in Tip Club of Syracuse and Fayetteville United Methodist Church. In addition, Scott mentors Veterans through an Alliance with American Corporate Partners (ACP), for those seeking a career in finance.

Scott enjoys golfing, biking, and hiking in his spare time.
- Forbes Best-in-State Wealth Advisors, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Syracuse University, B.S. Marketing
- Senior Portfolio Manager
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

scott.ayres@ubs.com

Scott Ayres

440 South Warren Street,Syracuse,NY,13202
Margo Wilkinson, CRPC

Authorized Officer

Team Administrator
View bio
- FL
- NY
Margo is a 28 year veteran of the financial services industry, who began her career in 1995 at Smith Barney before joining UBS in 2009. In 2016, Margo assumed the title of Wealth Management Associate. In her continuing efforts toward self-improvement she obtained the Chartered Retirement Plan Counselor™ (CRPC™) designation and in 2021 Margo became the Team Administrator.

Margo enjoys spending time with family and friends, biking, hiking and reading.
- SUNY Brockport, Bachelor’s Degree in Finance
- Chartered Retirement Planning Counselor
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

margo.wilkinson@ubs.com

Margo Wilkinson, CRPC

440 South Warren Street,Syracuse,NY,13202
Richard Ayres, CFP, CRPC

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Rich began his career in the Financial Services Industry in 2013 before joining UBS at the Weehawken, New Jersey headquarters in 2016. Working in Financial Planning and Advisory Consulting, Rich provided comprehensive planning and investment advice to financial advisors and clients throughout the country. Understanding the importance of financial planning, Rich went on to obtain his Chartered Retirement Planning Counselor(SM) certification in 2018 and his CERTFIED FINANCIAL PLANNER™ certification in 2019. After gaining valuable experience in UBS’ headquarters, he joined the Syracuse Group in 2022.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Delaware, B.S. Finance and Management: 2009 - 2013
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

richard.ayres@ubs.com

Richard Ayres, CFP, CRPC

440 South Warren Street,Syracuse,NY,13202

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

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Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

Scott Ayres

Margo Wilkinson, CRPC

Richard Ayres, CFP, CRPC