Senior Vice President–Wealth Management
Financial Advisor
Scott enjoys a 29-year career in wealth management and specializes in retirement planning. He is passionate about his service-oriented approach to help clients pursue their retirement dreams. Before Scott joined UBS in 2009, he was a vice president at Morgan Stanley. Scott holds Series 7, 31 and 63 securities and insurance licenses. He earned a B.S. in Industrial Distribution from Texas A&M University. Scott enjoys traveling, cooking, hunting and spending time with his family and friends. He lives in College Station, Texas with his wife, Melissa.
Education
Client Associate
As a Client Service Associate, Melissa's strongest asset is the relationships she develops with clients. She has a passion for providing clients with the best possible service, by drawing on experience and knowledge, she tailors specific solutions to each clients unique needs. She enjoys gardening, traveling and spending time with her family.
Melissa began her career in the financial services industry in 1994.
She earned a B.S. in Building Construction from Texas A&M University.
She is FINRA - registered and holds a Series 7 and 63 securities licenses.
Education