Opportunity. Worldwide.

Our global insight matters

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Energy, talent and commitment. We believe this separates our Financial Advisors within the industry. That’s why we support them in promoting their truly individual approach and experience so they can further distinguish themselves among clients and prospects. Our Financial Advisors can be confident they have the right tools and resources to differentiate their brand and their value as they grow their practices.

We understand that your investment needs are unlike anybody else’s. When you begin a relationship with one of our Financial Advisors, he or she will take the time to listen and find out about your goals. As part of our Client Experience, your Financial Advisor makes a commitment to:

  • Gain an understanding of your situation, goals and tolerance for risk
  • Recommend customized strategies designed to help pursue your wealth management needs
  • Work closely with you to implement these recommendations
  • Help you to adjust these strategies to meet your changing needs or adapt to economic conditions
  • Act with integrity and respect for your concerns and privacy
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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

    Scott Hollaender, CEPA

    Executive Director

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
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    • LA
    • MA
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    • NV
    • NY
    • OR
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    • TN
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    • VA
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    • WI

    Scott is an Executive Director at UBS Financial Services, responsible for the Wealth Management Business in the Downtown San Diego and Rancho Bernardo offices. Scott has been with UBS for over 18 years. He started his career at UBS in 2002 as an intern and has held a variety of roles  while developing extensive relationships at all levels across UBS. Scott brings an extremely deep knowledge of all aspects of finance and investing to bear for his advisors and clients, leveraging his roles on the operational, administrative and compliance sides of the industry.

    Over the length of his career, he has focused on delivering the global resources of UBS to advisors and clients, partnering with advisors to help them grow their businesses and providing solutions to clients, their families, and businesses to help solve their complex and ever-changing needs.

    Scott graduated from UCLA with a major in Business Economics. He is active in the community across a number of organizations.

    California Insurance License # 0G65701

    Personal & Community

    • Board of Directors - Junior Achievement of San Diego

     

     

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Bachelor's Degree in Business Economics, UCLA
      • Certified Exit Planning Advisor
      600 West Broadway
      Suite 2100
      San Diego, CA 92101
      scott.hollaender@ubs.com
      Scott Hollaender, CEPA
      600 West Broadway,San Diego,CA,92101

    A focus on personalized access and service

    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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    UBS and Credit Suisse—stronger than ever

    Global Wealth Report 2024

    Crafted wealth intelligence

    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

    Gain additional insights into the trends shaping wealth in the US and around the world.

    Download the report

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.8+ trn

    UBS Group invested assets
    As of 03/31/2024

    51 countries

    Our global footprint

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    UBS is a leading and truly global wealth manager

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