Your life. Your wealth. Your future.

Pursue what matters most

The Vantage Point Financial Group

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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.

  • Scott-McDonald

    Scott McDonald

    Senior Vice President–Wealth Management

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    After earning his business degree while a four-year letterman in football, Scott began his investment career in 1993 and worked at Smith Barney and its predecessor firms until April 2009.

    Scott joined UBS in April 2009 and works with high-net-worth individuals and families, pension and profit-sharing plans, and trusts and foundations. As Senior Portfolio Manager, he is responsible for the day to day operations of the group's proprietary investment models.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 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.

    • University of Tennessee at Chattanooga, B.S. in Business Administration
    • Senior Portfolio Manager
    One Union Square
    Suite 100
    Chattanooga, TN 37402
  • Thomas Eddy Profile Photo

    Thomas Eddy, CFP

    Senior Vice President–Wealth Management

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    Tom joined PaineWebber/UBS in 2002 after a tenured career in the wireless communications industry. He served in several executive management positions and played a key role with the start-up and turn-around of several regional and national wireless providers.

    Tom, a CERTIFIED FINANCIAL PLANNER™ practitioner under the CFP® Board of Standards, has also obtained the Accredited Investment Fiduciary* (AIF®) designation and works with high-net-worth individuals and families, endowments, and corporate retirement plans. Tom focuses on client relationships, endowment and corporate retirement plan responsibilities, portfolio and risk management, tactical strategy generation, and assists with our financial planning services. Tom provides a unique process of organizing the complex financial decisions and documents that are a part of the planning done by affluent individuals and families to help mitigate financial risk. PLANADVISER recognized Tom as one of the Top 100 Retirement Plan Advisers in the country in 2012.  Also, Tom serves as a NFL Players Association Registered Financial Advisor.

     

    The PLANADVISOR rating is awarded in Q1 based on information from January to March of the award year. The rating 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

    *Designation does not imply assumption of fiduciary responsibility

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 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.

    • Embry-Riddle Aeronautical University
    • University of Tennessee, Knoxville, B.S. Sports Management and Marketing
    • Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER™
    • Retirement Plan Consultant
    One Union Square
    Krystal Building
    Chattanooga, TN 37402
  • Peterson-Hostetler

    E. Peterson Hostetler

    Account Vice President

    Financial Advisor

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    After graduating from Rollins College in 2006, Peterson moved to Martha's Vineyard and began working with Walter Cronkite's Maritime Foundation.  In addition, he started his own Marine Consulting business and earned his USCG Captain's license.  After leaving the foundation, he worked as a Strategic Business Consultant in the distribution industry where he assisted FedEx and UPS with their needs.

    Peterson began his career in the financial services industry in 2011 when he began working with Morgan Stanley, specializing in Fixed Income & Cash Management.  In 2017, after 6 successful years with Morgan Stanley, he was recruited to UBS.

    Peterson is very generous with his time and serves the community on various non-profit boards. He currently serves on the boards of the Chattanooga Area Food Bank and the Boys and Girls Club. He is also the Treasurer of the Downtown Chattanooga Rotary and on the McCallie School Alumni council.  In 2016, he was named as one of Chattanooga's Top 20 under 40.

    • 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.

    • Rollins College
      Lending services
      Securities-backed lending
      Alternative investments
      One Union Square
      Suite 100
      Chattanooga, TN 37402
    • Jeffery-Wiese

      Jeffery Allen Wiese, CEPA, CFP

      Account Vice President

      Financial Advisor

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      Jeffery began his investment career as a wealth management specialist at a regional bank in 2013. He was recruited to UBS in 2015 as a Wealth Planning Analyst for the Tennessee & Kentucky region.

      In 2017, he joined the team to focus on the comprehensive financial planning needs of our clients.  In this role, he supports the team with process oriented and detailed financial planning. He is well versed in charitable giving strategies, employee benefits, as well as estate and multigenerational transfer strategies.  Jeffery stays immersed in the continuous learning of the advanced financial planning technology UBS offers to best meet our clients’ individual needs.

      In his time with the firm, Jeffery has become a CERTIFIED FINANCIAL PLANNER™ under the CFP ® Board of Standards. He also holds the Series 7 and 66 securities licenses as well as life, accident, health and variable contracts insurance licenses. 

      Prior to joining UBS, he earned his civil engineering degree and worked as an engineering consultant, before transitioning into sales for seven years for top-selling brands in the outdoor industry.  Throughout the course of his sales experience, covering the Southeastern U.S. territory, he consulted with many business owners to help them maximize business opportunities.

      • 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.

        • Accredited Wealth Management Advisor℠
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Retirement planning
        Estate planning strategies
        Exit planning
        Business succession
        One Union Square
        Suite 100
        Chattanooga, TN 37402
      • Melissa-Cross

        Melissa Cross, CFP

        Senior Wealth Strategy Associate

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        After earning degrees in both finance and economics, Melissa began her financial services career in 1995 working in the trust department of AmSouth Bancorp for nine years.  While there, she served as Assistant Vice President and Trust Officer responsible for client service and client relationships.  In April 2012, Melissa was awarded the Certified Financial Planner practitioner™ under the CFP® Board of Standards designation.

        She has been working with Scott since 2004 while he was at Smith Barney.  She came with Scott and his retired business partner when they joined the Chattanooga office of UBS in April 2009 and continues to be responsible for client service and internal operations.

            • CERTIFIED FINANCIAL PLANNER™
            One Union Square
            Suite 100
            Chattanooga, TN 37402
          A team approach

          A team approach

          Goals-based planning

          Goals-based planning

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          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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