Experience
Makes all the difference
Before joining UBS, Scot was a financial advisor with Smith Barney in Ann Arbor, MI from March 2002 thru February 2009. Scot joined Smith Barney in 2002 after seven years at Merrill Lynch. Previously, Scot was a senior manager at Grand Trunk Railroad. He has both his Bachelor of Arts and his Masters in Business Administration in Finance from Wayne State University. Scot earned his CERTIFIED FINANCIAL PLANNERTM designation in 2007. He focuses on financial planning and implementing proposed solutions to investment strategies.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Plymouth, MI |
February 2009 - Present |
Smith Barney |
Financial Advisor |
Ann Arbor, MI |
March 2002 - February 2009 |
Merrill Lynch |
Financial Advisor |
Livonia, MI |
January 1995 - March 2002 |
Grand Trunk Railroad |
Senior Manager |
Detroit |
January 1978 - January 1995 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- Masters of Business Administration in Finance from Wayne State University
- Bachelor of Arts in Finance from Wayne State University
Licenses
- Series 7, 9, 10, 31, 63, 65
- State of Michigan, Life and Health Insurance Licensed
Registered States:
AZ, CA, CO, CT, FL, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI