Scott Forsyth, Cfp®
About Scott Forsyth, Cfp®
Scott Forsyth, CFP®, serves as the Senior Vice President of Wealth Management at UBS in Denver, Colorado. With a background in financial planning and a commitment to personalized service, he combines his professional expertise with a passion for coaching and charitable work.
Work at UBS
Scott Forsyth serves as the Senior Vice President of Wealth Management at UBS, a position he has held since 2023. Located in Denver, Colorado, he has been with the firm for approximately 10 months. In this role, he focuses on delivering personalized wealth management services, emphasizing integrity and dedication.
Education and Expertise
Scott Forsyth studied at the University of Colorado Boulder, where he gained foundational knowledge in finance and wealth management. He holds multiple licenses, including Series 7, Series 63, Series 65, and Series 31, along with certifications in Insurance and Long-Term Care. His expertise is further enhanced by his experience as a Certified Financial Planner™.
Background
Scott Forsyth's interest in finance began at an early age when he owned his first stock at the age of 7, inspired by his parents' involvement in wealth management. He has a diverse professional background, having worked at Royal Alliance Associates INC from 2002 to 2008 and as Managing Partner at Capital Management Group from 2016 to 2023.
Achievements
Scott Forsyth has achieved a black belt in Mixed Martial Arts and serves as a Self Defense Instructor in Krav Maga. He is also actively involved in charitable work, supporting initiatives such as 'Orphans in Africa' through World Vision and 'Renew the Hope Orphanage' in Nicaragua, as well as serving an inner-city church in Denver.
Personal Interests
Scott Forsyth enjoys coaching his children's soccer teams, demonstrating his commitment to family and community involvement. Additionally, he participates in recreational activities such as golfing and skiing, reflecting a balanced lifestyle outside of his professional commitments.