Retirement planning. It's about time.

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Thad began his career in the financial services industry at Morgan Stanley in 2001. He moved to Merrill Lynch in 2003 and joined UBS in 2015. As a co-founder of The Eckerle Metzinger Group, Thad is one of the team’s lead wealth managers and is responsible for a variety of functions including investment management, income management and retirement planning strategies and analysis. He also serves as one of the team’s relationship managers.

For corporate employees approaching or already in retirement, Thad helps them prepare for and maintain a comfortable life after work. Using sophisticated retirement outcome tools, Thad can evaluate the likelihood, under various market scenarios, of achieving clients’ goals and desired lifestyle, and demonstrate the impact that those goals might have on their future wealth.

Clients look to Thad as a essential resource, to know and care about every aspect of their financial lives, to work seamlessly with their other advisors, to anticipate and manage the constantly changing financial environment, and to help pursue their goals and objectives. Thad begins every relationship by exploring clients’ hopes, dreams and aspirations, and is committed to helping them find paths toward them. The true benefit of his holistic financial approach to managing clients’ wealth is that each component is working in collaboration with each other. Thad’s process of carefully considering the various aspects of their financial life can lead to investment strategies that are tailored to their specific wealth goals and risk tolerances.

As a qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, Thad can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm’s Portfolio Management Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Thad is also a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning Counselor^SM (CRPC^®) designation. He earned his bachelor’s degree in finance and marketing from the University of Colorado at Boulder.

Active in his community, Thad makes his home in Carmel, Indiana, with his wife, Sara, and son, Luke. He is a third degree Knight of Columbus with the St. Luke’s Indianapolis Council. His hobbies include running, soccer, hiking and traveling, and rooting for the Indianapolis Colts, Indiana Pacers and all of the University of Colorado sports teams.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor
• Senior Portfolio Manager

• AL
• AZ
• CA
• CO
• FL
• GA
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WI

Scott began his career in 2000 at Morgan Stanley, and joined Merrill Lynch in 2003 to form the Eckerle Metzinger Group. He joined UBS with the team in 2015. Scott serves as one of the team’s relationship managers, focusing on investment management and retirement income management for retirees and pre-retirees at large companies.

A well-thought-out wealth management strategy can help clients navigate through all of life’s most important events from purchasing a business to liquidating one, retirement, marriage, divorce, birth of a child, or loss of a loved one. Creating a strategy is a disciplined process that requires perspective, constant oversight and reviews.

Scott is dedicated to serving clients and providing clarity on their financial future, so they can focus on what is truly important in life. Going beyond balance sheets and financial statements, he begins every relationship by exploring clients’ hopes, dreams and aspirations, and is committed to helping them find paths toward them. The true benefit of his holistic financial approach to managing clients’ wealth is that each component is working in collaboration with each other. Scott’s process of carefully considering the various aspects of their financial life can lead to investment strategies that are tailored to their specific wealth goals and risk tolerances.

Scott is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Chartered Retirement Planning Counselor^SM (CRPC^®) designation. He graduated from Butler University in Indianapolis with a bachelor’s degree in marketing and a M.B.A.

Residing in Carmel, Indiana, with his wife, Sarah, and two sons, Seth and Justin, Scott enjoys running, the outdoors and coaching youth sports. He is an avid college baseball fan and enjoys exploring the deep history of the bourbon industry.

• Butler University, M.B.A.
• Butler University, Bachelor

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor

• FL
• IN