Knowledge Powered by experience
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.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President Wealth Management |
Fort Lauderdale, Florida |
March 2013 - Present |
Merrill Lynch |
Senior Vice President - Private Wealth Advisor |
Fort Lauderdale, Florida |
February 2003 - March 2013 |
Sanford Bernstein |
Private Wealth Advisor |
Miami, Florida |
May 1992 - March 2003 |
Education
- University of Notre Dame - Bachelor's Degree
- Sacred Heart University - M.B.A.
Licenses
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
Personal & Community
- Chairman of the United Way Tocqueville Society
Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NY, OR, PA, WI