Knowledge, experience, leadership And the confidence to pursue your goals

Scott is a Director at UBS Financial Services, responsible for the Wealth Management Business in Downtown San Diego. Scott has been with UBS for over fourteen years. He started his career at UBS in 2002 as an intern and has worked his way through UBS holding numerous positions while developing extensive relationships at all levels across the Firm. Scott brings an extremely deep knowledge of all aspects of the business to bear for his advisors and clients, leveraging his roles on the operational, administrative and compliance sides of the business.

During his career, he has focused on delivering the global resources of the Firm to his advisors and clients, partnering with advisors to help them grow their businesses and providing solutions to clients and their families to help solve their complex and ever-changing needs.

Scott graduated from UCLA with a major in Business Economics. He is active in the community across a number of different organizations.

 

Accomplishments

  • UBS Leadership Council 2012, 2014, 2015 & 2016

Education

  • Bachelor's Degree in Business Economics - UCLA

Licenses

  • Series 3, 7, 9, 10 & 66
  • California Insurance License (Life, Health and Long Term Care) - License # 0G65701

Personal & Community

  • Board of Directors - Junior Achievement of San Diego

Registered States:

AZ, CA, FL, MD, NH, NJ, NM, NV, NY, OR, PA, TX, UT, WA