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Advisors / Arizona / Scottsdale
22yrs

Scott Watson

Financial advisor at UBS Financial Services

Scott Watson has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Scott joined UBS Financial Services in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Scott holds the CFP® designation.

One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.

Scottsdale, AZ 85253CFP®Fiduciary advisor

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Arizona
Office8501 N Scottsdale Road Suite 100, Scottsdale, AZ 85253
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state

Services through UBS Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Scott

How do I contact Scott?

Call UBS Financial Services at (201) 352-3000 and ask for Scott Watson. Scott works from the Scottsdale, AZ office.

How long has Scott been a financial advisor?

Scott has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Arizona.

What licenses does Scott hold?

Series 66. Tap any license on this page to see what it allows.

Is Scott a fiduciary?

Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Scott paid?

UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Scott for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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