We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
James S. "Scott" Munro
Scott Munro is a Vice President of Investments with UBS in Buffalo, New York. With over 30 years in the securities industry, Scott has extensive experience in asset management consulting for affluent families, non-profit organizations, endowments, pensions and 401K plans. Scott employs a consultative approach to wealth management which includes investment policy analysis, asset allocation, manager selection and performance measurement. The UBS Client Experience includes an ongoing review of client portfolios, to ensure each client's goals and objectives are being achieved.
AL, AZ, CA, CO, DE, FL, GA, ID, IL, LA, MA, MD, MI, MT, NC, NH, NY, OH, PA, SC, TN, TX, VA
Sean T. Howard, CIMA®
Vice President - Wealth Management
Sean Howard is an Account Vice President with UBS in the Buffalo, NY office and began his financial services career in 2005. As a member of The Munro Howard Burns Group, he customizes investment portfolios for clients to help them meet their financial needs. His focus is formulating a financial plan, working with the client to implement a strategic asset allocation and consistently conducting account reviews. This consultative approach allows Sean to monitor each client's portfolio and to make appropriate adjustments when necessary. Sean has an MBA from St. Bonaventure University and his CIMA® from University of Chicago - Booth School of Business.
AL, AZ, CA, CO, DE, FL, GA, ID, IL, LA, MA, MD, MI, MT, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA
Adam Michael Burns
Wealth Strategy Associate
Adam Burns has been working with UBS Financial Services since 2006. As a member of The Munro Howard Burns Group, Adam's client's base includes individual investors and companies who are serviced through a consultative process. This process focuses on preservation of principal, long term capital appreciation and generating current income. Active asset management helps clients employ a customized strategy appropriate for each client profile. He is responsible for providing an exemplary level of service to existing clients and the development of new clients.
FL, IL, NY, SC
Monica F. Loretto
Senior Client Service Associate
CA, FL, NY