Knowledge Powered by experience
Scot Berryman is a Senior Partner with The Pacific Wealth Group in our Eugene, Oregon office specializing in overall financial planning, wealth transference, and asset allocation strategies. With over 21 years of industry experience, Scot has the titles of Senior Vice President, Wealth Advisor, and Senior Portfolio Manager within the UBS platform. Because of Scot's unique skill at communicating complex financial terms in simple English, he has built a reputation as the person to talk to when complicated financial issues need to be explained or taught. Scot holds both the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst SM (CIMA®) designations, in addition to being an active member of the Financial Planning Association and Investment Management Consultants Association.
Originally from the Ojai, California area, Scot, his wife Francine, and their three children moved to Oregon 23 years ago. Scot is a Cum Laude graduate of Cal Poly, San Luis Obispo, where he earned a Bachelor of Science degree in Agribusiness. His further education comes from the College of Financial Planning in Denver, and the CIMA curriculum from the Wharton School through IMCA. Scot and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten.
Active community involvement is important to the Berrymans, and Scot and Francine are highly involved with several causes in the Eugene area. In his spare time, Scot can be found riding his Harley along the picturesque scenic highways of the beautiful Western US. When not cruising on his bike, Scot can be found on the golf course, working diligently to maintain his 5 handicap.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President-Wealth Management |
Eugene |
May 2015 - Present |
Morgan Stanley |
Eugene |
October 2003 - May 2015 |
|
Wells Fargo Investments, LLC. |
Eugene |
March 1999 - October 2003 |
Accomplishments
- Certified Financial Planner (CFP®)
- Certified Investment Management Analyst SM (CIMA®)
Education
- Bachelor of Science-- Agribusiness, California Polytechnic State University-San Luis Obispo
Licenses
- Series 3, 7, 31, 63, 65
Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, MT, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA