Scott Wolfe
About Scott Wolfe
Scott Wolfe is a Wealth Strategy Associate at UBS in the Dallas-Fort Worth Metroplex, where he has worked since 2021. He has extensive experience in finance and project management, having held various roles in the Army National Guard and financial advisory firms.
Work at UBS
Scott Wolfe has been employed at UBS as a Wealth Strategy Associate since 2021. In this role, he operates within the Dallas-Fort Worth Metroplex, focusing on creating financial plans and structuring investment portfolios for clients. His experience in wealth management allows him to provide tailored financial strategies to meet the diverse needs of his clients.
Previous Experience in Financial Advisory
Prior to his current role at UBS, Scott Wolfe worked as a Financial Advisor at Merrill Lynch from 2016 to 2018 in Pittsburgh, Pennsylvania. He also served as a Financial Advisor at Citizens Securities, Inc. from 2018 to 2021, further enhancing his expertise in financial planning and investment management.
Military Background and Leadership Experience
Scott Wolfe has a significant military background, having served in the Army National Guard as a Human Resource Manager from 2011 to 2017. He also worked as a Project Manager in the US Army from 2007 to 2011. His military service has provided him with 14 years of leadership experience in project management, administrative, logistical, and planning operations.
Education and Expertise
Scott Wolfe holds a Master of Science in Finance (MSF) from Indiana University - Kelley School of Business, which he completed from 2018 to 2021. He also earned a Master of Business Administration (MBA) and a Master of Science in Taxation (MST) from Robert Morris University. Additionally, he has a Bachelor of Arts (BA) in Political Science from Indiana University of Pennsylvania.
Current Role in United States Army Reserve
Since 2019, Scott Wolfe has been serving as a Project Manager in the United States Army Reserve. His role involves overseeing various projects, contributing to his extensive experience in project management and operational leadership.