Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Scott Morris

    Scott Morris

    Senior Vice President–Wealth Management

    Branch Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MI
    • MN
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TX
    • UT
    • VA
    • VT
    • WA

    As Branch Manager and Senior Vice President, Wealth Management, Scott Morris draws on decades of experience leading clients and Financial Advisors, having witnessed multiple markets and presidential cycles as a Financial Advisor, and over a decade as Branch Manager at UBS. Scott works with clients to put together customized plans that address their longevity, retirement, legacy, income planning, and other unique needs.

     

    As a branch manager, he ensures day-to-day operations at UBS offices in Riverside and Redlands and works with advisors to ensure clients receive personal service. He encourages involvement in the local communities; his branches have sponsored Riverside Community Health Foundation, Riverside Chamber of Commerce, Redlands Kiwanis Club, Redlands Boys and Girls Club, National CORE, Feeding America, Family Service Association of Redlands and others.

     

    He currently holds series 3, 7, 9, 10, 66 registrations, California Insurance license, Chartered Retirement Planning Counselor (CRPC) and Certified Exit Planning Advisor (CEPA) designations. He has a Bachelor of Arts degree from University of California, Riverside, was awarded to the UBS Directors Council 2022 and made the Forbes/SHOOK Best-In-State Wealth Advisors list in 2022.

     

    Scott has had a life long interest in financial services and the ability to help people achieve their financial goals.  He is committed to providing insightful guidance and advice based on the unique priorities of the families he serves. 

     

    Scott has volunteered with the Little League, Val Verde School for the Performing Arts, Boy Scouts of America, US Navy Sea Cadets and is a member of the Order of the Elks. He was born and raised in Rancho Cucamonga, where he continues to reside with his wife and two children. Scott and his wife enjoy travelling, cooking, entertaining, exercising, and trying new restaurants and foods.

    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

      • Certified Exit Planning Advisor
      • Chartered Retirement Planning Counselor℠
      3390 University Avenue
      2nd Floor
      Riverside, CA 92501
    • Jerry Fields

      Jerry Fields

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • WA
      • WI
      • WY

      “I believe that the trust of our clients is earned, not given. With each engaging conversation we continue to develop a relationship centered around our client’s needs and goals.”

      — Jerry Fields, CEPA®,CRPC®, CRPS®

      Jerry is proud to say that in his 24-year career at UBS Financial Services he has always strived to work with anyone who needs his advice and guidance.

      Jerry is committed to developing long term relationships through high level service, ongoing dialogue, and customized financial plans. As a Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®), Jerry works with businesses and individuals creating customized solutions that meet their needs and goals.  Additionally, he has been granted the Certified Exit Planning Advisor (CEPA®) designation. 

      Jerry volunteers with the Kiwanis Club of Redlands. Jerry lives in with his wife, Staci, in Redlands and enjoys outdoor activities, including golf, cycling, tennis, pickleball and travel.

          • Certified Exit Planning Advisor
          • Chartered Retirement Planning Counselor℠
          • Chartered Retirement Plans Specialist℠
          300 East State Street
          Suite 400
          Redlands, CA 92373
        • Kirk Shelby

          Kirk Shelby, CIMA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • WA
          • WI
          • WY

          “Talking to our clients is like talking to friends. Over the years I have developed many deep personal connections. Being a part of their lives is so gratifying and rewarding.”

          — Kirk M. Shelby, CIMA® 

          Kirk has dedicated his 35-year career at UBS Financial Services to helping families develop and maintain financial peace of mind.

          Kirk holds a CIMA® certification, an education credential from the University of Pennsylvania, Wharton School of Finance. As a seasoned investment manager, he provides clients with professional portfolio analysis and guidance to achieve their financial goals. He offers not only an experienced perspective to our client's financial plans, but also a prudent approach to addressing the complex issues that accompany substantial wealth.

          Kirk volunteers his time sitting on various boards such as Redlands Community Hospital Foundation. He enjoys golfing, fishing, hunting, and spending time with his two adult sons and wife, Caryl.

                300 East State Street
                Suite 400
                Redlands, CA 92373
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                Jim Sheridan

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • DE
                • FL
                • ID
                • MN
                • MT
                • NV
                • OR
                • TX
                • UT
                • WA

                      300 East State Street
                      Suite 400
                      Redlands, CA 92373
                    • Michael Salazar

                      Michael Salazar, CRPS

                      Vice President–Wealth Management

                      Financial Advisor

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                      • AZ
                      • CA
                      • CO
                      • NV
                      • OR
                      • TN
                      • TX

                      Michael began his financial services career in 2000 and joined UBS Financial Services, Inc. in 2010.

                      He is committed to his family, clientele and the community. Michael currently serves on the community board at St. Bernardine Medical Center and is a personnel commissioner at San Bernardino City Unified School District.

                      Michael is a U.S. Navy Veteran where he focused on military finance and served honorably.

                      He has 3 adult children and 4 grandchildren.

                            300 East State Street
                            Suite 400
                            Redlands, CA 92373
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                            Stanford Smith

                            Senior Vice President–Wealth Management

                            Financial Advisor

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                            • AK
                            • AZ
                            • CA
                            • CO
                            • FL
                            • GA
                            • IL
                            • KS
                            • MI
                            • MO
                            • ND
                            • NM
                            • NV
                            • OH
                            • OR
                            • PA
                            • TX
                            • UT
                            • VA
                            • WA
                            • WV

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                                What did the Fed say?

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

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                                A global leader in wealth management

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                                In invested assets globally 
                                As of 06/30/2022

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