Experience
Makes all the difference
Scott joined UBS in February of 2000 following two years as a Vice President with Physicians Billing Management in Cleveland, OH. Scott attended the University of Notre Dame earning a BA degree from the Mendoza College of Business. He walked on the football team, became a three year starter, and earned a full athletic grant-in-aid from Hall of Fame Coach Lou Holtz. He is active in the University of Notre Dame Monogram Club and coaches sports in his community. He sits on the team's Investment Strategy Committee, is a CERTIFIED FINANCIAL PLANNER™, and is a Portfolio Manager in the PMP program. Outside of work, Scott enjoys spending time with his wife and four young children and an occasional deep sea fishing trip.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Cincinnati, OH |
June 2000 - Present |
Physicians Billing Management |
Cleveland, OH |
November 1998 - May 2000 |
Accomplishments
- Pacesetter Club Level Award, UBS Financial Services Inc., 2005, 2006, 2007
Education
- College of Financial Planning; CFP®
- B.A. Business Administration, University of Notre Dame
Licenses
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life and Health Insurance Licensed: AK, AZ, FL, GA, IL, IN
- CFP®
- Series 7, General Securities Representative
Personal & Community
- University of Notre Dame Monogram Club
- University of Notre Dame Alumni Club
Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI