Lasting relationships

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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 compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Certified Exit Planning Advisor
• Chartered Retirement Planning Counselor℠

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Michael specializes in developing and implementing customized retirement plans for individuals and families. Everyone's situation is unique and requires a unique plan. As a Certified Financial Planner, he has many years of experience helping clients successfully achieve their retirement and financial goals. Michael began his career as a financial advisor in 1996 with Dean Witter Morgan Stanley, and joined UBS in 2019. Michael focuses on developing customized wealth management strategies, including risk management, insurance planning, and estate planning services. Through his knowledge of technical and quantitative analysis coupled with UBS’s research, he develops customized asset allocations and re-balancing strategies for clients. Michael earned a degree in Finance from the California State University, San Bernardino.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠

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As Senior Vice President-Wealth Management, Sue has her Series 7, 8, 63 & 65 licenses and she is CA insurance licensed. She has her BS in Finance from the Univ. of AL & began her career at Compass Bank in Birmingham. In 1987 she moved to CA & joined PaineWebber where she has been a Financial Advisor & Branch Manager. Sue continues to serve her clients as an advisor on both a business and personal level. Sue enjoys cooking, gardening, reading, and travel.

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Michael became a Financial Advisor in 1998, following a successful senior management career spanning 20 years at Boeing, McDonnell Douglas, and US Steel. His extensive corporate background provides a perspective on professional, business owner, and retirement wealth planning needs. As a Vice President–Investments at UBS, he is Series 7, 63, 65 and has his CA Insurance license. Michael earned a M.B.A. at the University of Alabama and a M.ED. and B.S. from the University of Pittsburgh. Past and present community activities include Rotary, arts, and local charities in the Corona-Riverside area.

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Working with people from so many different walks of life is my favorite aspect of the financial services business.  Beyond the advice and the investments is an incredible opportunity to guide amazing people through many important life decisions.   The reward is in seeing the success of my relationships with our clients as well as seeing their successes.  In summary I describe part of what I do is to help make the complex simple.   I understand the difficult decisions people can face in this life and it is extremely rewarding to help people make informed choices.

Prior to UBS my life and work experiences were based on building trust.  I pride myself in my ability to connect with people, get to know them and to fully understand what is important to them.  Being on a wealth management team with my Father as well as growing up around the business, has helped me to have a deep appreciation for the role.  It has also given me understanding of how insightful advice and guidance can play such an important role within a family framework. Learning the business from my father has not only been an enlightening learning experience,  it has also been a pleasure and I understand how fortunate I am to be in that position.