Insight-based advice

Aerial view of airplane

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.

Co-workers in a lobby

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

    Scott Ayres, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • 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, estate planning as well as Exit Planning Strategies for business owners. Scott is a Certified Exit Planning Advisor (CEPA ®).  The focus of which, is to help business owners achieve better outcomes as they transition to other life goals.

    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. 

      • Syracuse University, B.S. Marketing
      • Certified Exit Planning Advisor
      • Senior Portfolio Manager
      440 South Warren Street
      The Galleries, 6th Floor
      Syracuse, NY 13202
    • Margo Wilkinson

      Margo Wilkinson, CRPC

      Team Administrator

      • image
      • image
      • image
      • 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.  Her continuing efforts toward self-improvement have gained her the Chartered Retirement Plan Counselor™ (CRPC™) Designation.  In addition,  Margo became the Team Administrator in 2021.

       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
      • image

        Richard Ayres, CFP, CRPC

        Authorized Officer

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Retirement Planning Counselor℠
            440 South Warren Street
            The Galleries, 6th Floor
            Syracuse, NY 13202

          Are markets going "Back to the Future"?

          Debt ceiling and inflation

          Tree

          Exceptional financial strength and stability

          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.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights