Experience. Advice. Collaboration.

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Scott began his investment management career in 1993 after earning his business degree while serving as a four-year football letterman. He spent the first part of his career with Smith Barney and its predecessor firms before joining UBS in April 2009.

Scott works closely with high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and foundations. As Senior Portfolio Manager, he is responsible for the day-to-day management of the team's proprietary investment models and oversees portfolio construction, asset allocation, and investment strategy implementation.

Drawing on more than three decades of industry experience, Scott helps clients navigate complex financial decisions through disciplined investment management, comprehensive wealth planning, and a long-term perspective tailored to their individual goals and circumstances.

Forbes has recognized Scott as a Best-in-State Wealth Advisor from 2019–2026, the 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, and his team as a Best-in-State Wealth Management Team in 2024–2026, the 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. Eligibility 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.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Tennessee at Chattanooga, B.S. in Business Administration

• Senior Portfolio Manager

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Tom joined PaineWebber/UBS in 2002 following a successful career in the wireless communications industry. During his tenure in the industry, he held several executive leadership positions and played a key role in the startup and turnaround of multiple regional and national wireless providers.

As a CERTIFIED FINANCIAL PLANNER® professional, Tom works closely with high-net-worth individuals, families, and endowments. He focuses on client relationships, portfolio and risk management, tactical investment strategies, and comprehensive financial planning. Tom is passionate about helping clients organize and simplify complex financial decisions, providing a structured approach to wealth management that helps mitigate financial risk and supports long-term objectives.

Tom is also an NFLPA Institutional Player Financial Advisor. Through UBS's relationship with the National Football League Players Association and in coordination with the UBS Sports & Entertainment Group, he is equipped to provide holistic financial guidance to current and retired NFL players and their families.

Forbes has recognized Tom as a Best-in-State Wealth Advisor from 2019–2026, the 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 and his team as a Best-in-State Wealth Management Team in 2024–2026, the 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. Tom's commitment to personalized advice, disciplined planning, and long-term client relationships has been instrumental in helping clients navigate the complexities of wealth management.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors are selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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

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After graduating from Rollins College in 2006, Peterson moved to Martha's Vineyard, where he worked with Walter Cronkite's Maritime Foundation while also launching his own marine consulting business and earning his U.S. Coast Guard Captain's License. He later served as a Strategic Business Consultant in the distribution industry, helping organizations optimize their relationships and operations with FedEx and UPS.

Peterson began his financial services career in 2011 with Morgan Stanley, specializing in Fixed Income and Cash Management strategies. After six successful years with the firm, he joined UBS in 2017 and works closely with individuals, families, and business owners to help them navigate important financial decisions and pursue their long-term goals.

His diverse background in entrepreneurship, consulting, and financial services provides him with a broad perspective and a practical approach to helping clients address complex financial challenges and opportunities.

Peterson is actively involved in the Chattanooga community and serves on the boards of the Lookout Mountain School PTA, Friends of the Hooch, and the Boys & Girls Club. He is also a member of the Downtown Chattanooga Rotary Club and serves on the McCallie School Alumni Council.

A resident of Lookout Mountain, Tennessee, Peterson is most proud of his role as a father to his son, Winston, and their two dogs.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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

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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, 2024, 2025, 2026The 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.

• CERTIFIED FINANCIAL PLANNER

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Ben's passion for markets and investing has been a lifelong journey, beginning with his participation in an investment club in sixth grade.

With over 20 years of experience as a financial advisor and holding the Certified Investment Management Analyst (CIMA) designation, Ben works closely with clients to craft personalized financial plans and build diversified investment portfolios designed to navigate even the most challenging market conditions. His focus on creating diversified portfolios is a key strategy in enhancing the resilience of his clients' assets.

Outside of his professional life, Ben is a dedicated family man. He and his wife, Jelena, are raising three children together. Ben’s interests extend beyond finance; he is a private pilot with a passion for aviation, an avid tennis competitor, and a nature enthusiast. In 2019, Ben founded TopFlight Aviation, Inc., a Nashville-based flying club, where he serves as president, further fueling his love for the skies.

• Forbes Best-in-State Wealth Management Teams, 2026The 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.

• Mississippi State Univeristy, B.A. in Economics

• Certified Investment Management Analyst

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Melissa began her financial services career in 1995 after earning degrees in Finance and Economics. She spent nine years in the trust department at AmSouth Bancorp, where she served as Assistant Vice President and Trust Officer, managing client relationships and delivering comprehensive trust and wealth management services. In April 2012, Melissa earned the CERTIFIED FINANCIAL PLANNER^® certification through the CFP Board.

Melissa has worked alongside Scott since 2004, beginning at Smith Barney. She joined Scott and his retired business partner in the Chattanooga office of UBS in April 2009 and continues to play an integral role in the team's success. With more than 30 years of industry experience, Melissa oversees client service and internal operations, helping ensure a seamless and exceptional experience for clients and their families.

• CERTIFIED FINANCIAL PLANNER

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