Profile
Prior to joining Wilbanks Smith & Thomas, Mr. Scott was an Investment Associate with the Institutional Consulting Group of UBS Wealth Management.
Mr. Scott graduated from James Madison University with a Bachelor of Science in Quantitative Analysis and Biotechnology.
He is Series 7 and Series 66 licensed and will receive his Master of Business Administration from The College of William & Mary in May of 2010.
Former positions of Warner H. Scott
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets. | Analyst-Equity | - |
Training of Warner H. Scott
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets. | Finance |
The College of William & Mary
The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
James Madison University
James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Warner H. Scott
















