A co-founder of Coastal Partners, Scott began his wealth management career in 1992 and has worked with the other founding members since 2009.  Prior to joining UBS Private Wealth Management, Scott was a Private Wealth Advisor with the Private Banking and Investment Group at Merrill Lynch, and held senior management positions with Sanford C. Bernstein, Owens-Illinois, Anheuser Busch, Inc. and American Appraisal Associates, Inc.

Scott focuses on business development and client relationship management.  He is experienced in developing and implementing client specific investment strategies for individuals, families and select institutions with significant wealth. Scott brings a high level of energy and motivation to building relationships with clients and helping them achieve their financial goals.

In the community, Scott is the past Chair of the United Way of Broward County Tocqueville Society, which is comprised of philanthropic leaders who dedicate their time, talent and resources to building a stronger and healthier community for all. He has also given generously to the Broward Center for the Performing Arts, Broward Health Foundation, and Jack and Jill Center. Scott graduated from the University of Notre Dame with a bachelor's degree in pre-professional studies and earned an M.B.A. in marketing from Sacred Heart University.  He and his wife, Patti, live in Fort Lauderdale and are the parents of two adult children.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NY, OR, PA, WI

A co-founder of Coastal Partners, Sean began his wealth management career in 2008 and has worked with the other founding members since 2009. Prior to joining UBS Private Wealth Management, Sean was a portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

Sean leads the team's financial planning efforts where he works closely with entrepreneurs and their families to create personalized wealth strategies that support their goals and objectives. Sean leverages his experience, specialized education and the broad resources of UBS to assist clients with a range of planning topics, including cash flow management, pre-liquidity planning and asset allocation decisions. He believes in taking a collaborative approach with his client's other trusted advisors, ensuring each plan is properly implemented. Sean's focus is on helping clients make sound financial decisions, preserve their wealth and maximize their legacy.

Sean holds the Certified Private Wealth Advisor® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Additionally Sean holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc. In the community, Sean is actively involved with the United Way of Broward County.  He graduated from the University of Florida, where he received his bachelor's and master's degrees in finance. Sean, his wife, Samantha, and their son, live in Fort Lauderdale.

Registered States:
CA, CO, CT, DC, FL, GA, IL, MA, MI, MN, MO, NC, NY, PA, WI

A co-founder of Coastal Partners, Scott began his wealth management career in 2009, with the other founding members of the team.  Prior to joining UBS Private Wealth Management, Scott was a Financial Advisor with the Private Banking and Investment Group at Merrill Lynch and spent eight years working in executive search.

Scott is primarily responsible for client service and business development.  He works closely with partners across the firm to address the needs of closely-held businesses, including business financing, tailored lending, concentrated equity positions, and investment banking services through our boutique network of middle-market investment banks. He has assisted business owners in monetizing their companies by way of private equity purchase, strategic acquisition and Initial Public Offering (IPO).

Scott is actively involved with the Ambassador's Board of Nova Southeastern University and Envision United of the United Way of Broward County.  He earned his bachelor's degree from The Florida State University and an M.B.A from Nova Southeastern University.  Scott, his wife, Sarah, and their two sons live in Fort Lauderdale.

Registered States:
CA, CO, CT, FL, GA, IL, MA, MI, MN, MO, NC, NY, PA, WI

Crystal has worked with the members of Coastal Partners since 2003 and has over 25 years of experience in the financial services industry. Crystal is responsible for account maintenance, relationship building and providing clients with a high level of service. She earned an associate's degree in business from Nebraska College. Crystal lives in Plantation.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, RI, SC, WI

Kathy has worked with the members of Coastal Partners since 2007 and has over 15 years of experience in the financial services industry.  Kathy is responsible for account maintenance, relationship building and providing clients with a high level of service.  She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration.  Kathy, her husband, and their three children live in Fort Lauderdale.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, RI, SC, WI