Scott Root, CIMA - UBS Financial Services Inc. is a highly experienced and reputable wealth management firm based in San Mateo, CA. With over 35 years of industry expertise, Scott Root provides comprehensive financial planning and investment management services to clients, guiding them through major life events and helping them preserve and pass on their wealth. Their customized approach goes beyond investments, encompassing all aspects of clients' financial lives.
Scott Root, CIMA is a Senior Vice President at UBS and holds the Certified Investment Management Analyst designation. He graduated from Western Illinois University with a Bachelor of Business degree and has been with UBS since 1985. Scott is actively involved in the local community and is dedicated to supporting local schools and charitable organizations. With a focus on managed accounts, retirement planning, and insurance services, Scott Root is committed to making a real impact in the lives of his clients.
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