Scott H. Hiles
Financial Advisor at Ubs
Based in Cincinnati, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
118K
Contact information
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Background
About Scott H. Hiles
Scott’s passion for helping others led him to pursue a career where he could have a direct impact on his client’s lives. He joined UBS in 2015 to focus on building multi-generational wealth plans for the practice. Scott enjoys taking a long-term view on planning that allows for a broad range of custom solutions and “outside the box” critical thinking – something that led him to earn the CERTIFIED FINANCIAL PLANNER™ certification. In conjunction with the CFP® mark, Scott achieved the Certified Private Wealth Advisor designation - a tool that equips him to better serve the needs of his Ultra High Net Worth families. Scott quickly realized that entrepreneurs and owners of privately held business face unique challenges that often require specialized advice - skills that are underrepresented in the wealth planning community. This opportunity led him to obtain the Certified Exit Planning Advisor® (CEPA®) designation, which allows him to work with Business Owners as they navigate the challenges of starting, growing and ultimately transitioning a privately held business. As a CEPA®, Scott works with his business owner clients both pre- and post-sale to educate them on the potential exit options at their disposal – along with the pros and cons of each option. Scott excels at bringing together his client’s “Team” of attorneys, accountants, agents, bankers and other advisors to collaborate behind the scenes. This approach allows his clients to focus their time and attention on other aspects of their lives with confidence in their financial future – something that resonates deeply with his professional athlete clients. Scott earns his client’s trust day in and day out, bringing with him an intense work ethic focused on ensuring financial stability for generations to come. Scott is a member of the Parent Advisory Board for Good Samaritan Hospital’s Neonatal Intensive Care Unit, supporting families with children at the NICU. He and his wife Gina are also active supporters of the Ronald McDonald House in Cincinnati, volunteering monthly and sponsoring a dinner event 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.**
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