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 Ambassadors 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.

www.ubs.com/team/coastalpartners

• Bachelor's Degree in Political Science
• Florida State University
• Nova Southeastern University
• M.B.A

• Series 7 - General Securities Representative Examination
• Series 66 - Uniform Combined State Law Examination
• Life, Health and Variable Annuity Insurance (2-15) - State of Florida

• Jack & Jill Development Committee
• United Way Young Leaders Society
• Nova Southeastern Ambassadors Board Member
• Nova Southeastern Planned Giving Council
• The Florida State University Seminole Boosters

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