Scott Mc Kay
About Scott Mc Kay
Scott McKay serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc, where he specializes in financial planning for affluent clients. He has a background in investments from his previous role at Citi and is also involved in education and community service.
Work at UBS
Scott Mc Kay has been serving as Senior Vice President Wealth Management at UBS Financial Services Inc since 2008. In this role, he specializes in providing financial planning solutions tailored for affluent clients. His extensive experience in wealth management allows him to address the unique financial needs of high-net-worth individuals and families.
Previous Experience at Citi
Before joining UBS, Scott Mc Kay worked at Citi for 15 years, holding the position of First Vice President-Investments from 1993 to 2008. His tenure at Citi provided him with a strong foundation in investment strategies and client relationship management, which he has carried into his current role.
Education and Expertise
Scott Mc Kay earned his Bachelor's degree in Human Resources Management/Personnel Administration from the University of Delaware, where he studied from 1984 to 1988. He holds Series 7, 63, and 65 securities licenses, which are essential for his work in wealth management. Additionally, he teaches classes at Montclair State University, sharing his expertise in financial planning and wealth management.
Community Involvement
Scott Mc Kay is actively involved in community service. He coaches youth football for the Boys and Girls Club of Northwest New Jersey, demonstrating his commitment to youth development. He also serves as the director of the Wayne PAL Lacrosse Program, contributing to the growth of local sports and providing opportunities for young athletes.
Financial Planning Approach
Scott Mc Kay advocates for a comprehensive approach to financial planning that evolves with clients' changing priorities and needs. His focus on personalized financial strategies ensures that clients receive tailored advice that aligns with their long-term goals and circumstances.