Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Scott Ayres

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • Syracuse University, B.S. Marketing

Credentials

  • Senior Portfolio Manager
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

Email Me

scott.ayres@ubs.com
Scott Ayres
440 South Warren Street,Syracuse,NY,13202

Margo Wilkinson, CRPC

Team Administrator

 

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. 

Registered States:
  • FL
  • NY

Education

  • SUNY Brockport, Bachelor’s Degree in Finance

Credentials

  • Chartered Retirement Planning Counselor
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

Email Me

margo.wilkinson@ubs.com
Margo Wilkinson, CRPC
440 South Warren Street,Syracuse,NY,13202

Richard Ayres, CFP, CRPC

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • University of Delaware, B.S. Finance and Management: 2009 - 2013

Credentials

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

Email Me

richard.ayres@ubs.com
Richard Ayres, CFP, CRPC
440 South Warren Street,Syracuse,NY,13202

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