Knowledge, experience, leadership And the confidence to pursue your goals
For over 29 years, Scott Springer has been helping individuals and families formulate and live out their unique stories through smart, relevant, financial advice and strategies. By building relationships based on trust, integrity and honest communication, he can work to help you and your family navigate and simplify the complex world of investing. Scott will seek to understand your needs by conducting a financial goal analysis to look at your asset allocation, debt, estate and insurance issues, as well as education and Philanthropic issues.
Scott graduated from Stanford University with a degree in Economics in 1987. Following in his father's footsteps, he decided to become a financial advisor and in 1988 he joined Dain Bosworth. Since 1997, his home has been UBS.
Scott’s team includes his wife Michelle Springer, Katelyn Schwartz, and founding and honorary team member Wanda Fugate. Wanda was Scott’s assistant for over 23 years, but had to take a long-term leave of absence in 2014 due to her battle with cancer. She is currently still on leave.
Together, Scott, Michelle and Katelyn create a family dynamic that is welcoming, warm, and caring.
When not at the office, Scott enjoys outdoor and indoor cycling, and is an avid reader. He lives in Sherwood, OR with his wife, Michelle and their two sons.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Lake Oswego, OR |
August 1997 - Present |
Dain Bosworth |
Vice President - Investments |
Portland, OR |
August 1988 - August 1997 |
Education
- Stanford University - Economics
Licenses
- Life, Variable Annuity and Variable Life-Oregon
- Life, Variable Annuity and Variable Life-Texas
- Life, Variable Annuity and Variable Life- Colorado
Personal & Community
- Newberg Rotary
- Night To Shine Special Needs Prom
- Oregon Special Olympics
- Dougy Center
- Camp Ukandu
Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, HI, IA, ID, IL, IN, KS, MA, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA