Financial Advisors Scott Seifert and Joe Hertig join UBS in Missoula, MT
October 14 2021 - 12:50PM
Business Wire
UBS Wealth Management USA today announced that Financial
Advisors, Scott Seifert and Joe Hertig, have joined the firm in
Missoula, Montana. Scott and Joe jointly manage $485 million in
client assets.
“We continue to focus on recruiting and retaining the most
productive advisors in the industry,” said Chuck Powers, Desert
Mountain Market Head at UBS Wealth Management USA. “We believe we
have one of the strongest platforms for advisors in the Americas,
and with our suite of capabilities, advisors like Scott and Joe
will be able to deliver the full power of UBS to their
clients.”
Scott Seifert has joined UBS as a Financial Advisor and Senior
Portfolio Manager, after serving as a Senior Vice President and
Financial Advisor at Merrill Lynch Wealth Management. Scott has 33
years of experience in the financial services industry and works
directly with families, executives, and business owners to assist
them in achieving their financial goals. He holds a business degree
from the University of Montana and holds the designation of
Certified Financial Planner™, that he obtained from the Certified
Financial Planner Board of Standards. In his local community, Scott
is a Missoula Chamber Ambassador with the Missoula Chamber of
Commerce. He is a Polson, Montana native and enjoys spending time
with his wife and two children.
Joe Hertig has joined UBS as a Financial Advisor and Branch
Manager of the Desert Mountain Montana Market, after serving as a
Vice President at Merrill Lynch Wealth Management. He has over 22
years of experience in the financial services industry. Joe
graduated from Pacific Lutheran University with a Bachelor of
Science degree in Finance in 1996. In his local community, Joe is
involved with the local church, is a coach for the Missoula
Mammoths, and serves as a board member for Missoula Sunrise Rotary
and the WestSlope Chapter of Trout Unlimited. He resides in
Missoula with his wife of 29 years and their two children.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Laura Hastings laura.hastings@ubs.com +1 212 882-5705
https://www.ubs.com
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