Scott D. Jones
About Scott D. Jones
Scott D. Jones serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2009. He holds a Bachelor of Business Administration from the University of Cincinnati and is a Certified Financial Planner™, with extensive experience in financial services and active involvement in community organizations.
Work at UBS
Scott D. Jones has been employed at UBS as a Senior Vice President in Wealth Management since 2009. Over his 15-year tenure, he has contributed to the firm's wealth management services, focusing on client relations and financial planning. His role involves advising clients on investment strategies and financial goals, leveraging his extensive knowledge and experience in the financial sector.
Education and Expertise
Scott D. Jones earned a Bachelor of Business Administration (B.B.A.) degree from the University of Cincinnati, specializing in Financial Planning and Services. He holds the Certified Financial Planner™ (CFP®) designation, which signifies his expertise in financial planning and investment management. Additionally, he possesses several securities licenses, including Series 7, 8, 63, and 65, and is licensed for insurance.
Background
Scott D. Jones resides in Anderson Township with his wife, Lorraine. He is registered to conduct business in multiple states, including California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, New Jersey, Ohio, Oregon, South Carolina, and Tennessee. This broad registration allows him to serve a diverse client base across various regions.
Achievements
Before his tenure at UBS, Scott D. Jones managed the Blue Ash, Ohio office at Merrill Lynch. In this capacity, he supervised and coached a team of up to 27 advisors, enhancing their professional development and operational efficiency. His leadership in this role contributed to the overall performance of the office and the success of its advisors.
Community Involvement
Scott D. Jones is active in the Boy Scouts of America, demonstrating his commitment to community service and youth development. His involvement reflects his dedication to fostering leadership and personal growth in young individuals.