Insight-based advice

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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

    Scott Ayres

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

    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 several community organizations, the Tip Club of Syracuse, Fayetteville United Methodist Church and the Rotary Club of DeWitt.  In addition, Scott mentors finance students at the Whitman School, Syracuse University where he is Past President of the CNY Alumni Association.  Scott also mentors Veterans through an Alliance with American Corporate Partners (ACP) He enjoys golfing, fishing and hiking in his spare time. 

    Scott lives in Fayetteville with his wife Jackie and has 2 sons (Richard and Christopher), Rich is currently working at UBS in our Weehawken, NJ office and intends to join The Syracuse Group as a financial advisor in the coming months.

      • 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

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      • FL
      • NY

      Margo is a 23 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 Designation.  As a Chartered Retirement Plan Counselor, Margo works with the team strategies that help clients achieve their goals both pre and post retirement.

      Margo earned her Bachelor’s degree in Finance from SUNY Brockport.

      A native of the Cazenovia area, she enjoys spending time with family and friends.

        • SUNY Brockport, Bachelor’s Degree in Finance
        • Chartered Retirement Planning Counselor℠
        440 South Warren Street
        The Galleries, 6th Floor
        Syracuse, NY 13202

      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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      As of 06/30/2022

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