Senior Vice President–Wealth Management
Financial Advisor
Darren has been a dedicated professional in the financial services industry since 1990, bringing a wealth of experience to his clients. He has been with UBS since 2000, where he has built a reputation for providing exceptional service and tailored financial solutions.
Holding both Series 7 and Series 66 licenses, as well as licenses for life insurance and annuities, Darren is committed to delivering comprehensive financial advice. He is also a Certified Financial Planner™ (CFP®) and holds the Chartered Life Underwriter (CLU®) designation, underscoring his expertise and commitment to client success.
A graduate of Rowan University with a Bachelor of Science degree in Business Marketing, Darren is passionate about helping families achieve their financial goals. Originally from New Jersey, he resides in Phoenix, Arizona, with his wife, Julianne. Together, they enjoy spending time with their three grown daughters and son, fostering a family-oriented lifestyle that reflects their values.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Darren has been a dedicated professional in the financial services industry since 1990, bringing a wealth of experience to his clients. He has been with UBS since 2000, where he has built a reputation for providing exceptional service and tailored financial solutions.
Holding both Series 7 and Series 66 licenses, as well as licenses for life insurance and annuities, Darren is committed to delivering comprehensive financial advice. He is also a Certified Financial Planner™ (CFP®) and holds the Chartered Life Underwriter (CLU®) designation, underscoring his expertise and commitment to client success.
A graduate of Rowan University with a Bachelor of Science degree in Business Marketing, Darren is passionate about helping families achieve their financial goals. Originally from New Jersey, he resides in Phoenix, Arizona, with his wife, Julianne. Together, they enjoy spending time with their three grown daughters and son, fostering a family-oriented lifestyle that reflects their values.
Education
Credentials
Wealth Strategy Associate
Sarah was born and raised in Phoenix, Arizona. She earned a Bachelor of Science degree in Finance and a Bachelor of Science degree in Marketing, both with honors, from Arizona State University.
Since 2020, Sarah has worked in the financial services industry, where she is dedicated to providing professional investment management and fostering personalized relationships with her clients. She is FINRA-registered and holds Series 7, 63, and 65 securities licenses, as well as licenses for life insurance and annuities. Sarah also holds her Certified Financial Planner™ (CFP®) designation.
In her leisure time, Sarah enjoys spending quality moments with family and friends, maintaining an active lifestyle, traveling, and exploring new restaurants.
Education
Credentials
Wealth Strategy Associate
Sarah was born and raised in Phoenix, Arizona. She earned a Bachelor of Science degree in Finance and a Bachelor of Science degree in Marketing, both with honors, from Arizona State University.
Since 2020, Sarah has worked in the financial services industry, where she is dedicated to providing professional investment management and fostering personalized relationships with her clients. She is FINRA-registered and holds Series 7, 63, and 65 securities licenses, as well as licenses for life insurance and annuities. Sarah also holds her Certified Financial Planner™ (CFP®) designation.
In her leisure time, Sarah enjoys spending quality moments with family and friends, maintaining an active lifestyle, traveling, and exploring new restaurants.
Education
Credentials
Client Associate
Vivian has over 20 years of experience working in the Investment and Finance Industry. She has a passion for helping clients realize and achieve their financial goals. She utilizes her positive attitude and tireless energy on a daily basis to encourage her team to be successful and work hard.
Vivian holds a Bachelor of Business Administration from the University of St. Thomas in Houston, TX and an MBA from the University of Phoenix.
Vivian enjoys to travel and explore other countries. She enjoys cooking and trying new recipes but above all, she loves spending quality time with her husband and two daughters.
Client Associate
Vivian has over 20 years of experience working in the Investment and Finance Industry. She has a passion for helping clients realize and achieve their financial goals. She utilizes her positive attitude and tireless energy on a daily basis to encourage her team to be successful and work hard.
Vivian holds a Bachelor of Business Administration from the University of St. Thomas in Houston, TX and an MBA from the University of Phoenix.
Vivian enjoys to travel and explore other countries. She enjoys cooking and trying new recipes but above all, she loves spending quality time with her husband and two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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