Scott Duncanson Email & Phone Number

Avitas Wealth Management has been together since 1998, offering complementary areas of expertise. In addition to portfolio management, team members specialize in other critical areas of wealth management, including financial planning, retirement income planning, and private banking services.We are a 13 person team working with approximately 100 families. We provide our clients with professional, discretionary asset management and the highest level of service. We aim to help our clients optimize their performance, pursue their financial goals, and provide expertise in varying market conditions. Avitas Wealth Management was recognized by Barron's Magazine in 2008 as one of the "Top Ranked Advisor Teams in America", a program recognizing the best financial advisors in the advisory field.Scott Duncanson focuses on trust and estate planning, mergers & acquisitions, corporate and personal debt structuring, new client development, and client relationship management. Scott was with Merrill Lynch from 2005 to 2009, and from 2009 to 2017 as a high net worth advisor at UBS Financial Services. Prior, Scott spent 9 years in corporate finance and asset management with a commercial bank and 10 years in commercial real estate acquisition and disposition. Scott has a B.S. from Pepperdine University in Management and Finance.

Listed skills include Wealth Management, Retirement Planning, Finance, Account Management, and 3 others.

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  Pepperdine Graziadio School Of Business And Management

  Business Management & Finance