Experience That inspires confidence

VAULT Wealth Management Partners delivers highly customized advice to high net worth families and institutional investors for preserving, enhancing, and transferring significant wealth. Our mission is to preserve and enhance our clients' wealth through informed advice and exemplary service. We do so by focusing on a personalized goals-based approach to LiquidityLongevity, and Legacy for each client we serve. We view ourselves as your allies and partners. Our ongoing discussions form the basis of our relationship. That’s how we learn what you would like your wealth to accomplish now and over time.  VAULT was built and based upon: Valued Advice and Understanding and Lifetime Trust.  We would be pleased to put our experience to work for you.

Robin Patricia Allen

Senior Vice President - Wealth Management
Financial Advisor
480-443-5409

email



Robin has been a Financial Advisor with UBS (formerly PaineWebber) since August of 1979. A pioneer in utilizing a comprehensive approach to wealth management, Robin has been instrumental in the attainment of her clients' financial goals.  It is important to Robin to practice a personalized approach customizing the educational, retirement, estate, multi-generational planning and legacy planning to each of her client's needs.   A Nebraska native, Robin moved to Arizona after attaining a Bachelor's degree in Business Administration with an emphasis in Economics from the University of Nebraska –Lincoln.  Soon after her arrival in Arizona she joined the firm where she has stayed the duration of her career.   Robin is an active supporter of community philanthropic programs and outside the office she enjoys spending time with friends and family.  


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OR, PA, RI, SD, TN, TX, VA, WA, WI


J. Neil Bassett

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
480-922-6045

email   Connect with me on LinkedIn



Neil joined UBS in 2012 as a Portfolio Manager and Micro Strategist. He focuses on enhanced portfolio performance utilizing customized equity portfolios and various option strategies to augment results. Neil creates and manages alternative investment portfolios for sophisticated investors.

He earned a B.S. decree in Accounting at the University of Idaho and his Graduate MPH degree from Loma Linda University, School of Public Health. Prior to becoming involved in Wealth Management, Neil spent 25 years in Health Care as a CFO, COO, and CEO. Recently he served as a Board Chair of the Cancer Support Community and was a member of their World Wide Board of Directors for nearly a decade.

Neil is an avid supporter of health care, cancer issues, and animals. He enjoys spending time with his family, traveling, and reading. Neil and his wife, Mary Beth, live in Scottsdale. They enjoy visiting their grandchildren in Hawaii and California.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


James M. "Jaime" Engel

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Mutual Fund Counselor (CMFC)
Senior Portfolio Manager
212-309-3371

email   Connect with me on LinkedIn



Jaime has more than 28 years of financial services experience. Prior to joining UBS, he held positions at Joseph E. Seagram & Sons, General Foods Corporate and Benton & Bowles Advertising Agency. Jaime uses his knowledge to assist clients with their wealth management needs. He has a breadth of experience in the development of retirement, educational, risk management and estate planning investment strategies. Furthermore, Jaime specializes in designing investment solutions that attempt to enhance returns while minimizing risk; managing risk is an important component of his investment philosophy. Jaime earned a B.S. in Mathematics and a Minor in Physics from Clarkson University, and received an M.B.A. in Finance from the NYU Stern School of Business. Furthermore, Jaime has also been awarded the Certified Financial Planner™ (CFP®) and Chartered Mutual Fund Counselor™ (CMFC®) designations. He has been a guest on CNBC programs and has taught as an adjunct mathematics lecturer at Baruch College for over 12 years. Jaime enjoys sports, science, history and numismatics.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI


Scott David MacDonald, CPWA®

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Corporate Stock Benefit Consultant
480-443-5424

email   Connect with me on LinkedIn



Scott has been with UBS for over ten years, having started as an intern while in college.  After graduation from Northwood University, Scott was hired into the Financial Advisor Associate Program (FAA). During his time in the FAA program, Scott worked in the Regional Consulting Center which provided expansive experience in tactical allocation models, financial planning, banking products and managed accounts. Scott holds the title of Corporate Stock Benefit Consultant and completed the UBS Wealth Management Education program and was honored to be a member of the UBS Financial Advisors Leaders' Forum in 2012. Scott 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.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SD, TN, TX, VA, WA, WI


Richard K. Schneider

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
480-443-5466

email   Connect with me on LinkedIn



For over 25 years, Richard has effectively helped manage his clients’ financial futures. In fact, Richard is one of a small number of UBS Financial Advisors who has earned the designation of "Wealth Advisor;" as a Wealth Advisor, he is eminently qualified to provide highly personalized Wealth Management services.  Richard earned his B.S. in Accounting from Fairleigh Dickinson University in Hackensack, NJ. He is also a Certified Financial Planner™ (CFP®), a Managed Accounts Consultant Associate, and a Retirement Plan Consultant. These accolades have earned Richard a listing in the Guide to America's Top Financial Planners. He has also been featured on WCBS News Radio discussing Financial Planning concepts. Richard relocated to Arizona from NYC in 2005 and resides in Paradise Valley AZ, with his wife Dr. Wendy Miller-Schneider and their two children.  Outside of the office Richard enjoys hiking, bike trips with the family and yoga.  He is proud to serve on the Board of Directors and Chairs the Development Committee for New Way Academy and is on the parent advisory board for T-Gen's Center for Rare Childhood Disorders.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI


Adam Todd Argo

480-443-5430

email   Connect with me on LinkedIn



As a Wealth Strategy Associate, Adam supports advisors within the greater VAULT team with financial planning, business development, research and analytics. Prior to joining UBS in 2018, Adam was an analyst in J.P. Morgan's Private Bank, where he worked with advisors to provide wealth management solutions for high-net worth clients. He earned a B.B.A. in economics from the University of Oklahoma, and holds the FINRA Series 7, 63 and 65 registrations. Outside of work, Adam enjoys spending time with his family and friends, volunteering with various nonprofit organizations, hiking, and reading.


Registered States:
AZ, CA, IL, NJ, NY


Sommer Arekat

Registered Client Service Associate
480-443-5472

email   Connect with me on LinkedIn



Sommer joined UBS, Scottsdale in 2012. She earned her B.A. in Design Management upon graduating from Arizona State University. Sommer currently holds the Series 7 and 66 securities licenses. Her areas of focus include operations, client service, and investment management.

Sommer spent three years in the San Francisco Bay Area working in UBS's Private Wealth Management division where she gained extensive knowledge in advanced planning, trading, and client services. In January 2018, Sommer moved back to Scottsdale to rekindle her partnership with Neil Bassett.

Sommer spends her weekends with her husband, son, and large extended family. In her free time she also enjoys traveling and cooking.


Registered States:
AZ, CA, MA


Kelly Ann Stubblefield

Client Service Associate
480-443-5482

email




Registered States:
AZ, CA, IL, NJ, NY