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$5+ trillion
In invested assets globally
As of 11/07/2023
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
My partner Sharon Wenzel and I have been working with high net worth individuals for over 30 years. In addition to all required securities licenses I hold commodities and insurance licenses. Sharon is also fully licensed and passed the uniform CPA examination in 1992. She received her MBA from Cleveland State in 1998.
Senior Vice President–Wealth Management
Financial Advisor
My partner Sharon Wenzel and I have been working with high net worth individuals for over 30 years. In addition to all required securities licenses I hold commodities and insurance licenses. Sharon is also fully licensed and passed the uniform CPA examination in 1992. She received her MBA from Cleveland State in 1998.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
