It's your legacy We help you preserve and protect it

Scot Berryman, CFP®, CIMA®, CEPA®

Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager

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UBS Financial Services Inc.
805 SW Broadway
Suite 2600
Portland, OR 97205

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Creating your legacy

Creating a legacy that lasts

Planning for the future

Planning for the future