Today’s global financial markets are complex. That’s why it is more important than ever to have the steady guidance of an experienced team that understands the challenges you face throughout life’s important personal and business milestones. We provide innovative solutions for helping you sustain and grow your wealth and preserve your legacy.
Scott A. Garnett, CFP®, CPM®
Scott has been a financial advisor at UBS in Richmond since 1998. A native of Albemarle County, VA, he graduated from Radford University in 1997 with a degree in Finance and earned the designation of Certified Financial Planner™ in 2003. He has completed the rigorous Portfolio Management Program (PMP) at UBS and was promoted to Senior Vice President in 2013. He has completed the Columbia Value Investor Course in 2018, the Series 7, 63, and 65 securities exams to be registered as a General Securities Representative and an Investment Advisor and is a licensed insurance agent. He was recognized by UBS as one of the 'Top Financial Advisors under 40" for 2013 and ranked among the Best-In-State Wealth Advisors in Virginia by Forbes in 2018, 2019 and 2020. Scott and his wife, April, live in Richmond with their children, Ella and Richard.
AR, AZ, CA, CO, DC, DE, FL, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY
Shawn Martin Perkins, CFP®, AWMA®
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
Visit my personal page
Originally from Covington, VA, Shawn graduated from Roanoke College in 2015 earning his Bachelor of Business Administration degree concentrating in Finance and Information Systems. Shawn began his wealth management career as a Wealth Planning Analyst for UBS in 2016. During his time in this role, Shawn worked closely with other financial advisors and their clients to develop tailored financial plans designed to navigate a path towards achieving their financial goals and peace of mind. In addition, Shawn holds the Certified Financial Planner™ designation, the Accredited Wealth Management Advisor designation, the Series 7 and 66 registrations, and is a licensed insurance agent. He and his wife, Julia live in Richmond. He is an avid outdoorsman, loves to golf, and brews his own craft beer.
AR, AZ, CA, CO, DC, DE, FL, GA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WV, WY
Ashley Costanzo, CRPC®
Ashley graduated from Virginia Commonwealth University in 2010 and has worked in banking and financial services in the Richmond area. She has earned the Chartered Retirement Planning Counselor designation, passed her Series 7 and Series 66 exams, and serves as a Virginia Notary Public. She and her husband, Jason, live in Chester. She is using her experience to passionately serve our clients.
MA, NC, NH, NY, VA