Unlimited Email and Phone number

Everything you need to reach more inboxes and close more deals

Unlimited Contact Only at$79

Sign up now

Scott Hollaender

Executive Director Financial Advisor @UBS

San Diego, CA, US
EMAILS
s••••••••@ubs.com
MOBILE NUMBERS
+13•••••••80

Signup · Get unlimited contacts

WORK HISTORY

Oct 2023 — Present

Executive Director Financial Advisor @UBS

San Diego, CA, US

EDUCATION

N/A

UCLA

Bachelor's Degree in Business Economics

SKILLS

Wealth ManagementAsset AllocationRisk ManagementFinancial AnalysisFinancial PlanningRetirement Planning

ABOUT SCOTT HOLLAENDER

Scott is an accomplished Executive Director and Financial Advisor with an impressive track record at UBS Financial Services spanning 21 years of unwavering dedication to his craft. His journey commenced in the Los Angeles area in 2002 as an intern, a stepping stone to a career marked by diverse roles and the cultivation of extensive relationships within UBS. Scott assumed leadership of the Downtown San Diego business for UBS Financial Services in 2011, and later was asked to lead the Rancho Bernardo Business as well in 2021. Scott recently decided to focus exclusively on his advisory practice and joined the Thompson Wealth Management Group to further his passion of working with families and business owners to preserve and grow their wealth as they pursue what matters most to them.Scott and his team specialize in addressing the unique financial needs of high-net-worth individuals, families, and business owners. Together, they leverage a multi-disciplinary approach grounded in comprehensive financial planning. Their mission is to deliver holistic wealth management, drawing upon the global resources of UBS to provide clients with relevant and timely solutions to address their intricate and ever-evolving financial needs.Scott’s academic foundation in finance was established at UCLA, where he majored in Business Economics.Scott and his team, The Thompson Wealth Management Group, have now been recognized as a Forbes Best-in-State Wealth Management Team for both 2023 and 2024.The Forbes Rating is complied by Shook Research is awarded annually in January, based on information from March of the prior year. Eligibility is based on qualitative factors and is not necessarily related to the quality of the investment are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.