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Walker B

Series 66

Scottsdale, AZ

UBS Financial Services

Walker Boyd is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding a Series 66 credential and four years of industry experience. Before joining UBS in 2023, he worked at The Vanguard Group for one year. Outside of advisory roles, he has also worked in delivery services for companies like DoorDash and Amazon. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jennifer L

Series 66

Scottsdale, AZ

UBS Financial Services

Jennifer Lucovich is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining UBS in 2020, she worked at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, and M&I Trust Company among other related roles from 2010 through 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and manages client relationships through both discretionary and non-discretionary portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jonathan S

Series 66

Scottsdale, AZ

UBS Financial Services

Jonathan Schneider is a financial advisor at UBS Financial Services in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His work background includes roles at UBS Financial Services and academic positions at Arizona State University, Scottsdale Community College, and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bryan D

Series 66

Scottsdale, AZ

UBS Financial Services

Bryan Davidson is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and BMO Harris Financial Advisors. Outside of his advisory work, he is involved in managing vacation rental properties through an LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management, providing a diverse set of capital markets and financial planning services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jennifer P

Series 63, Series 65

Scottsdale, AZ

UBS Financial Services

Jennifer Pope is a financial advisor at UBS Financial Services with 35 years of industry experience. She has been with UBS since 2003. She holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Becky H

Series 66

Scottsdale, AZ

UBS Financial Services

Becky Hamilton is a Series 66 licensed financial advisor with 24 years of industry experience, currently with UBS Financial Services in Scottsdale, AZ, where she has worked since 2015. Prior to UBS, her work history is not detailed. She serves as the secretary and board member of Sidewinder Little League, assisting with coach and board member background checks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client portfolios.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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