Holistic services to help safeguard your family’s wealth

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Earl has been a Financial Advisor since 1985, all of it with UBS and predecessor firm, PaineWebber, where he grew the business from $0 in client assets to the now over $2 billion that the team of 6 manages. Recognized as a 5-Star Wealth Manager for three years, Earl brings an exceptional level of talent and experience to the business. He has been a member of the UBS Chairman’s Club for four years. Focused on providing comprehensive and personalized wealth management strategies, he has built long-term relationships and developed name-recognition within the community and a reputation for professionalism, credibility and dependability. Earl is a graduate of the University of San Diego and was a member of UCSD Planned Giving.

CA Insurance License #0A54448

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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Bryan joined his father at UBS in 2008 where he specializes in serving the financial needs of high-net-worth individuals, families, and business owners. With his considerable knowledge of financial planning, Bryan helps clients pursue their personal and financial goals by working together to develop customized strategies while utilizing active asset allocation and a regular review process. He works closely with his clients’ trusted tax, and legal advisors to offer a truly holistic approach to wealth management with tailored solutions bridging investments, liability management and financial planning capabilities.

Bryan completed the UBS Wealth Advisor Program and holds Series 7 and 66 securities licenses, as well as insurance, long-term care, and annuity licenses. He earned his B.B.A. degree in finance and marketing from the University of Washington, Seattle. In 2020 Bryan was promoted to Senior Vice President – Wealth Management, he, and his team of 6 manage over $2 billion in client assets.

In September 2021, Bryan and his wife Haylee welcomed a son to their family Graham Bryan Thompson. He is active in the local community and currently serves as the Treasurer for the Little Italy Association of San Diego, while also serving on the finance committees for his local church and homeowners association. Outside of the office, Bryan enjoys traveling, golfing, and spending time with his son.

CA Insurance License #0G65256

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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Scott is an accomplished Executive Director and Financial Advisor with an impressive track record at UBS Financial Services spanning 21 years of unwavering dedication to his craft. His journey commenced in the Los Angeles area in 2002 as an intern, a stepping stone to a career marked by diverse roles and the cultivation of extensive relationships within UBS. Scott assumed leadership of the Downtown San Diego business for UBS Financial Services in 2011, and later was asked to lead the Rancho Bernardo Business as well in 2021. Scott recently decided to focus exclusively on his advisory practice and joined the Thompson Wealth Management Group to further his passion of working with families and business owners to preserve and grow their wealth as they pursue what matters most to them.

Scott and his team specialize in addressing the unique financial needs of high-net-worth individuals, families, and business owners. Together, they leverage a multi-disciplinary approach grounded in comprehensive financial planning. Their mission is to deliver holistic wealth management, drawing upon the global resources of UBS to provide clients with relevant and timely solutions to address their intricate and ever-evolving financial needs.

Scott’s academic foundation in finance was established at UCLA, where he majored in Business Economics.

Scott resides in the Del Sur neighborhood of northern San Diego County with his wife Michelle and son Callen. He is active in the community across a number of organizations and currently serves on the board of Junior Achievement San Diego. Additionally, Scott has coached Little League baseball for the past four years. When he’s not in the office, you can often find him on the golf course, enjoying sports, or traveling.

 California Insurance License # 0G65701

• Forbes Best-in-State Wealth Management Teams, 2024The 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.

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Rachel is our team manager and client service director. She is a Series 7 and 66 licensed representative with over 27 years of experience working in the securities industry, as well as an alumna of the College of Charleston School of Business.  She has worked in 5 different UBS branches since 1999, and has had the opportunity to work in operations and management as well as with various financial advisor teams.  Rachel previously served as the primary assistant to our team from 2005 to 2008, and was excited to return to the Thompson Group at UBS and to San Diego in 2016.  Outside of the office, she enjoys spending time at the beach with her husband and dedicates much of her energy towards helping raise their two young children.

CA Insurance License #4179725

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Bayley studied Business Economics at the University of California in Irvine where he graduated Cum Laude in 2021. Shortly before completing his education, Bayley started his career at Thrivent Financial as a Financial Associate, earning his Series 7 and 66 licenses as well as his certifications in Life/Health and Accident Insurance in the process. Since then, Bayley has worked at UBS under its Irvine and San Diego markets. Bayley values the opportunity to connect with clients and build lasting relationships. He takes great pride in his work, emphasizing the importance of efficiency and understanding. In his free time, Bayley enjoys spending time with friends, whether that be at the beach or on a baseball field. He also volunteers in youth ministry on the weekends. Bayley grew up in Laguna Beach, CA and now resides in Downtown San Diego’s Marina District.

CA Insurance License # 4115123