Experience Makes all the difference

Ethos Wealth Partners joined forces in 2018 to offer customized wealth management strategies to successful business owners, professionals and their families across the nation.

Our strength is advising business owners with the wealth management strategies that enable them to achieve financial success while providing mission critical services that accelerate business profitability and protect asset growth. By partnering with us, we help you preserve, protect and grow your business and wealth investments with purpose and confidence.

The UBS Wealth Way is our trusted process that lays the foundation to effectively organize the financial life of business owners into three key dimensions:

  1. Liquidity—to provide you with cashflow for near-term spending.
  2. Longevity—to help you improve your lifestyle and long-term needs.
  3. Legacy—to give you the financial freedom to improve the lives of others.

By proactively implementing this structure, we develop a specific financial plan that ensures your investment decisions and assets are fully aligned with your goals for generations to come. Through our in-depth assessment where we go deep to learn about your current wealth planning goals, we lower risk exposure and structure your assets and investments so they possess the greatest potential for growth.

Our team provides corporate services above and beyond our proven investment methods as value-add to our business owner clients. These include banking services, deriving actionable solutions to business challenges, exit analysis and planning strategies, liquidity money management, cash flow and gap analyses, private equity, lending and advanced charitable planning. Every phase is customized within the framework of your personal financial goal analysis. Together with one of the largest private banks in the world, UBS Financial Services, we enable our clients to leverage an extensive network of specialists and global resources.

As a team, we are passionate about educating you and your family about the financial matters that have the biggest impact on your life. We will connect with you on a regular basis to provide a comprehensive review of your portfolio, as well as discuss how else we can be of service to you.

As your needs continue to evolve, we will consistently provide the personalized solutions and expert financial planning required to maximize the capabilities of your investment strategies. We believe in helping you determine lead measures that will lead to success, all while holding ourselves accountable to doing what is in our client’s best interest.

Scott R. Chamberlain

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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702-792-3101

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Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.

Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.

The credentials that help build confidence

  • Certified Financial Planner™ (CFP®)
  • Chartered Retirement Planning Counselor¿ (CRPC®)
  • UBS Directors Council


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MI, MN, MO, MT, ND, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI, WY


Kent R. Deaver

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Visit my personal page
702-792-3106

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Kent's mission is to build long-term relationships with his clients, based on trust and a shared commitment to pursue their goals in life.

Kent is one of a small number of UBS Financial Advisors earning the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.

Kent understands wealth management is more than a wide range of financial services and strategies you can access at UBS. It is how those services and strategies are developed and delivered to help you pursue your goals. For this reason he offers a customized approach to wealth management, built on personal relationship and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, he utilizes the advisory and investment brokerage capabilities of UBS--one of the world's largest wealth management firms.

Growing up on a farm taught Kent the value and importance of hard work. Years later, living in Central America gave him greater appreciation for the opportunities and freedoms we enjoy in the United States. Kent was drawn to financial services because of the prospect of combining his ability to work hard with his appreciation of what this country offers. His goal as a Wealth Advisor is to teach individuals and families how to create and protect wealth in order to reach their financial goals.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MI, MN, MO, MT, ND, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI, WY


Jordan W. Grangard, CEPA®

Director
Assistant Market Head
Certified Exit Planning Advisor (CEPA®)
Wealth Advisor
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702-792-3174

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Jordan Grangard is a Wealth Advisor as well as the Assistant Market Head of the Desert Mountain Market at UBS Financial Services. As a Wealth Advisor, Jordan's aim is to provide the value-added services that help his clients develop a sustainable life plan to achieve the maximum value of their personal, business, and financial goals.

In his role as a manager, Jordan supports a team of 175 distinguished financial advisors located across 14 branches in 6 states, overseeing approximately $22 Billion in client assets and $215MM in revenue every year. Jordan will stop at nothing to ensure every finance professional and personal client he partners with obtains the specialized attention, guidance, and expertise they require and deserve to excel at driving sustainable growth for their business.

Raised in Jupiter, FL, Jordan attended Fordham University and graduated with his B.S. in Business Administration with a dual concentration in Finance and Marketing and a minor in Communications. Coming from a close-knit family with a history of volunteering and philanthropy and being a former collegiate athlete, Jordan commits his time as a coach and Board of Director's member for the Miracle League of Las Vegas. When not at work or on the ballfield, Jordan loves his family time with his wife, Jordan, and their newborn twin daughters, Addison and Ella.

 

The credentials that help build confidence

  • Series 7, 66, 9, 10 Licensed
  • Certified Exit Planning Advisor (CEPA®)
  • UBS Wealth Advisor
  • B.S. degree in Business Administration from Fordham University

 


Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY


Bridget Jo Farrell

Client Service Associate
Business Development Specialist
602-957-5123

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Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her BA in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.


Registered States:
AZ, CA


Ana Amaya Blackwelder

Client Service Associate
702-792-3142

email



Ana moved to Las Vegas from San Antonio, Texas in July 2016. She brings 25 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority.  Ana holds a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital.  In her spare time Ana enjoys attending her son, Austin, school Jazz performances and exploring Jeep trails with her husband Brady.


Registered States:
AZ, CA, FL, NV, NY, TX


Daniel Alexander Montes

Client Service Associate
702-792-3147

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Daniel served six years in the U.S. Air Force before attending the University of Nevada, Las Vegas. He graduated cum laude with a B.S. in Business Adminitration Finance. He currently holds Series 66 and Series 7 licenses. Daniel is detail-oriented and looks forward to using those skills with the Ethos Wealth Partners' team. 


Registered States:
AZ, CA, FL, NV, NY, TX