Let's move forward. Together.

Mountain climbers reaching the summit

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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 Ventoza

    Scott Ventoza

    Managing Director–Wealth Management

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    Scott Ventoza is a Managing Director at UBS Wealth Management and as the senior portfolio manager and lead wealth advisor drives the team's investment philosophy and strategy. Scott joined UBS in 2009 after 15 years with Merrill Lynch. His prior experience includes time as a senior credit analyst and sales and operations manager. Scott earned a BBS from the University of Washington, with a concentration in business administration and finance. He also holds two advanced degrees from the University of Phoenix; an MBA with an emphasis in financial planning, and a Masters in Technology Management. Scott is a Certified Investment Management Analyst (CIMA®), an accreditation from the Wharton School, and a Certified Financial Manager (CFM), a designation from the College for Financial Planning. Scott lives in Seattle with his wife and son, where he remains an active coach and mentor with UW Foster School of Business and spends time with several nonprofit organizations including the Fulcrum Capital Campaign and the Archbishop Capital Campaign. He is also an avid cyclist and a USAT tri-athlete.

    CA Insurance License #0D06909

    • Forbes Best-in-State Wealth Advisors, 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.

    • University of Washington, BBS, Business Administration and Finance
    • University of Phoenix, MBA, Financial Planning
    • Certified Investment Management Analyst®
    925 Fourth Avenue
    31st and 32nd Floors
    Seattle, WA 98104
    scott.ventoza@ubs.com
    Scott Ventoza
    925 Fourth Avenue,Seattle,WA,98104
  • Jon McMillan

    Jon McMillan

    Senior Vice President–Wealth Management

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    Jon McMillan joined UBS in 2009 after spending nine years with Merrill Lynch. He is a graduate of Western Washington University with a Bachelor of Arts in Economics. He holds the Chartered Retirement Planning Counselor SM (CRPC®) designation from the College for Financial Planning. At UBS, Jon's focus is on economic & market analysis, liability management, investment management, and financial planning.  Jon enjoys travelling with his family, outdoor activities and, is a longtime Seahawks season ticket holder.  He's also eagerly awaiting the return of the Seattle Supersonics! Jon lives in West Seattle with his wife and daughter.

    CA Insurance License #0L38629

      • Western Washington University, BA, Economics
      • Chartered Retirement Planning Counselor
      925 Fourth Avenue
      31st and 32nd Floors
      Seattle, WA 98104
      jon.mcmillan@ubs.com
      Jon McMillan
      925 Fourth Avenue,Seattle,WA,98104
    • Kevin P. Young

      Kevin P. Young

      Senior Vice President–Investments

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      • AR
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      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
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      • VT
      • WA
      • WI

      Kevin joined UBS in 2009 after spending 7 years with Merrill Lynch. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery. Kevin has a BA in Mathematics from Whitman College and a Chartered Retirement Plans Specialist designation from the College for Financial Planning. He has published articles and presented at national conferences on retirement plan design, effectiveness and trends.

      • Forbes Best-in-State Wealth Advisors, 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.

      • Whitman College, BA, Mathematics
      • Chartered Retirement Plans Specialist℠
      925 Fourth Avenue
      31st and 32nd Floors
      Seattle, WA 98104
      kevin.p.young@ubs.com
      Kevin P. Young
      925 Fourth Avenue,Seattle,WA,98104
    • Ella Apalisok

      Ella Apalisok

      Team Administrator

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      • AZ
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      Ella Apalisok joined the financial industry in 2004. She graduated from Smith College with BA degrees in economics and Spanish, magna cum laude, and holds Series 7 and 66 Securities licenses, and life, health and long term care insurance licenses. She is dedicated to providing exceptional client service and assists with operational and client relationship management services. Ella lives in Magnolia with her husband, and enjoys travelling, cooking, and spending time with her dog Olive.

        • Smith College, BA, Economics and Spanish, magna cum laude
          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          ella.apalisok@ubs.com
          Ella Apalisok
          925 Fourth Avenue,Seattle,WA,98104
        • Kalvin Ventoza

          Kalvin Ventoza

          Client Associate

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            Kalvin Ventoza graduated with a BA degree in Economy and Industry from the University of Arizona. He has previous work experience at Nordstrom and Amazon. Kalvin is dedicated to assisting with client service and managing team marketing efforts. Kalvin lives in Seattle and in his free time enjoys the gym, fashion, cars and animals.

              • University of Arizona, BA, Economy and Industry
                925 Fourth Avenue
                31st and 32nd Floors
                Seattle, WA 98104
                kalvin.ventoza@ubs.com
                Kalvin Ventoza
                925 Fourth Avenue,Seattle,WA,98104
              • Lori

                Lori Aest

                Client Associate

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                  Lori Aest joined UBS after spending 4 years with Ameriprise as a Marketing and Operations Director and Client Service Specialist. Prior to this, Lori was the Director of Operations for a private investment firm where she was responsible for branch management, compliance, and client service. Lori has worked in financial services since 1997 and has a diverse background across the industry. She is committed to providing extraordinary client service and supporting our team efforts in every possible way. Lori lives in Gig Harbor with her husband and daughter, and in her free time, enjoys yoga, cooking, boating, and travelling.

                        925 Fourth Avenue
                        31st and 32nd Floors
                        Seattle, WA 98104
                        lori.aest@ubs.com
                        Lori Aest
                        925 Fourth Avenue,Seattle,WA,98104
                      • Hailey J

                        Hailey Jorgensen

                        Client Associate

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                          Hailey was born and raised in Redmond (WA), she obtained her undergraduate degree at University of Montana and lived in Montana and Oregon for a few years before moving back to Seattle in 2017. She loves being outside hiking, backpacking and mountain biking. In her free time she is usually baking or hopping around town with her dog. 

                                925 Fourth Avenue
                                31st and 32nd Floors
                                Seattle, WA 98104
                                hailey.jorgensen@ubs.com
                                Hailey Jorgensen
                                925 Fourth Avenue,Seattle,WA,98104
                              investments

                              Investment Management

                              Outlook on interest rates

                              Multigenerational families

                              Multigenerational families

                              Global Wealth Report 2024

                              Crafted wealth intelligence

                              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                              Gain additional insights into the trends shaping wealth in the US and around the world.

                              Download the report

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.8+ trn

                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

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