Scottsdale, AZ Office

James Wrenn is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with UBS Financial Services since 2006 and has prior experience at Piper Jaffray Inc. dating back to 1993. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Asad Bahbah is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

James Mead is a financial advisor with UBS Financial Services in Bend, OR, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Mead is a partner in an agricultural business involved in cattle breeding. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Scot Berryman is a CFP® with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He is based in Scottsdale, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in cattle breeding operations through MB Angus, LLC, and participates on the 401k committee at Eugene Country Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jeoffrey Wasson is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is the sole owner of CTB Properties, LLC, a company established for holding rental property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services.