Insight grounded in experience

Scott has been with UBS for over thirteen years, having started as an intern while in college. After graduating from Northwood University, Scott was hired into the Associate Program. During his time as an associate, Scott had the opportunity to work in the Regional Consulting Center where he worked alongside The Firm's top consultants in banking, financial planning and alternative investments.

Credentials that build confidence

In 2016 he attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals, business owners and families focused on generational wealth preservation. Scott also holds the Certified Private Wealth Advisor (CPWA®) designation, administered by Investments & Wealth Institute® formerly IMCA. 

Outside of UBS

He currently serves as the Audit Chair for Don't Ever Give Up for the V Foundation for Cancer Research as well as sitting on the Board of Directors for Catholic Charities of Phoenix.

• Forbes/SHOOK Best-In-State Wealth Advisors, 2021
• Forbes America's Top Next-Generation Wealth Advisors, 2018, 2020
• UBS Directors Council 2019, 2020
• UBS Rising Advisor, 2020
• UBS FA Leaders Forum 2012

• B.A., Banking and Finance, Northwood University

• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Series 31, Managed Futures Representative
• Series 7, General Securities Representative
• Life and Variable Insurance Licenses

• Audit Chair, Don't Ever Give Up, V Foundation for Cancer Research
• Board Member, Catholic Charities of Phoenix
• Global Equity Organization-Midwest Management Committee 2013-2015
• UBS Elevating Entrepreneurs Program 2014-2015

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