Lasting relationships. For all that matters

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Four people meeting in glass office

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.

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    Daniel Scott

    Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • KY
    • LA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WY

        • Senior Portfolio Manager
        951 East Byrd St.
        Riverfront Plaza East, Suite 520
        Richmond, VA 23219

      Focus on liquidity management

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      Tree

      UBS and Credit Suisse—stronger than ever

      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