After earning his B.S. in Business Administration from the University of Tennessee at Chattanooga, Scott spent 15 years as a Financial Advisor and portfolio manager with Smith Barney. Scott, Senior Portfolio Manager, joined UBS in April 2009 and is responsible for heading up the research, management, risk monitoring, and trading of the group's proprietary investment models. Additionally, Scott focuses on research and due diligence of alternative investment managers available through UBS and how they can be utilized in a client's overall asset allocation.

Registered States:
AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV

After earning degrees in both Finance and Economics, Melissa began her financial services career in 1995 working in the Trust Department at AmSouth Bancorp. Over her nine years at AmSouth she served as Trust Officer and Assistant Vice President responsible for client relations. Following her work at the bank, she joined Smith Barney in 2004 to work with Scott McDonald and Merrill Sexton in charge of client service and operations. She continues to serve in this capacity today under The Vantage Point Financial Group at UBS.

Registered States:
AL, FL, GA, NC, TN, VA

Jeffery began his investment career as a wealth management specialist at a regional bank in 2013. He was recruited to UBS in 2015 as a Wealth Planning Analyst for the Tennessee & Kentucky region.

In 2017, he joined the team to focus on the comprehensive financial planning needs of our clients.  In this role, he supports the team with process oriented and detailed financial planning. He is well versed in charitable giving strategies, employee benefits, as well as estate and multigenerational transfer strategies.  Jeffery stays immersed in the continuous learning of the advanced financial planning technology UBS offers to best meet our clients’ individual needs.

In his time with the firm, Jeffery has become a CERTIFIED FINANCIAL PLANNER™ under the CFP ^® Board of Standards. He also holds the Series 7 and 66 securities licenses as well as life, accident, health and variable contracts insurance licenses. 

Prior to joining UBS, he earned his civil engineering degree and worked as an engineering consultant, before transitioning into sales for seven years for top-selling brands in the outdoor industry.  Throughout the course of his sales experience, covering the Southeastern U.S. territory, he consulted with many business owners to help them maximize business opportunities

Registered States:
AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WV

After graduating from Rollins College in 2006, Peterson moved to Martha's Vineyard and began working with Walter Cronkite's Maritime Foundation.  In addition, he started his own Marine Consulting business and earned his USCG Captain's license.  After leaving the foundation, he worked as a Strategic Business Consultant in the distribution industry where he assisted FedEx and UPS with their needs.

Peterson began his career in the financial services industry in 2011 when he began working with Morgan Stanley, specializing in Fixed Income & Cash Management.  In 2017, after 6 successful years with Morgan Stanley, he was recruited to UBS.

Peterson is very generous with his time and serves the community on various non-profit boards.  He currently serves on the Chamber of Commerce, and the Boys & Girls Club of Chattanooga.  He is also the  President of the Leadership Chattanooga Alumni Association and on the McCallie School Alumni Council.  In 2016, he was named as one of Chattanooga's Top 20 under 40.

Registered States:
AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WV