SCOTT THEODORSON

UBS is a global financial services firm that offers a comprehensive suite of wealth management, asset management, and investment banking solutions tailored to meet the diverse needs of individuals, families, and corporate clients. With a commitment to delivering superior value, UBS is dedicated to providing expert advice and innovative financial strategies in an evolving economic landscape. The firm's wealth management services encompass personalized investment strategies and tailored advice for distinguished investors, while its asset management division focuses on both traditional and alternative asset classes for a wide range of clients. UBS also offers corporate institutional clients access to advisory services and global capital markets, underlining its role as a leader in the financial industry. Generated from the website

Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.