Global Access. Boutique Solutions.

Private Wealth Management

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Start the planning conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Brian Corley, CIMA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Brian Corley serves as a Managing Director and Private Wealth Advisor at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Senior Managing Director and Wealth Manager at First Republic Investment Management. In 2008, Mr. Corley founded Astera Financial Group, LLC, where he also served as Chief Investment Officer. Before establishing Astera, he worked as a Senior Vice President and Private Client Advisor with Wells Fargo Private Bank.

Mr. Corley holds a Bachelor of Arts in Economics from California State University, Chico, as well as a Masters of Science in Finance and a Graduate Certificate in Financial Planning from Golden Gate University. He is a Certified Investment Management Analyst® and an Accredited Investment Fiduciary®. Brian Corley is an active member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA®), and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey.

Only permitted for Retirement Plan Consultants (RPCs) where the following disclosure must be predominately displayed each time designation appears. Designation does not imply assumption of fiduciary responsibility'

California Insurance #OB84331
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Chico State University, B.A. Economics : 1990 - 1994
- Private Wealth Advisor
- Accredited Investment Fiduciary - AIF®
- Certified Investment Management Consultant
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

brian.corley@ubs.com

Brian Corley, CIMA

1255 Treat Blvd,Walnut Creek,CA,94597
Jeff Hill, CFP®, AWMA®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jeff Hill serves as a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc.

Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California.

Mr. Hill holds a Bachelor of Science in Business Administration from the University of Nevada, Reno. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor® (AWMA®). Jeff is acitively engaged in local charities such as The Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetery and is a member of the San Francisco Bond Club and Financial Planning Association.

CA Insurance License# 0K66463
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- University of Nevada, Reno, B.S. Business Management
- Private Wealth Advisor
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER®
- Retirement Plan Consultant
Lending services

Financial planning

Retirement planning

Alternative investments

Multi-generational families

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

jeffrey.j.hill@ubs.com

Jeff Hill, CFP®, AWMA®

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Grover, CFP

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Daniel Grover serves as a Managing Director and Wealth Manager at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Wealth Manager at First Republic Investment Management. In 2008, Mr. Grover founded Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before establishing Astera, he worked as a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC.

Mr. Grover holds a Bachelor of Arts in Economics and European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional. Daniel Grover is an active member of the Financial Planning Association (FPA) and serves on the Lafayette Board.

CA Insurance License # 0C24465
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of California, Santa Cruz, B.A. Economics: 1991 - 1995
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.grover@ubs.com

Daniel Grover, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Ross Gaudoin, JD, CLU

Senior Vice President–Wealth Management

Chartered Life Underwriter®
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Ross Gaudoin serves as a Senior Vice President–Wealth Management at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Senior Financial Planner at First Republic Investment Management. In 2008 Mr. Gaudoin founded Astera Financial Group LLC where he also served as Director of Wealth Advisory Services and Chief Financial Officer. Before establishing Astera he worked as a Senior Financial Planner with Wells Fargo Private Bank and Estate Planning Partner with Herndon, Morton, Herndon, & Yaeger.

Mr. Gaudoin holds a Bachelor of Science in Accounting from Duquesne University and a Juris Doctor from Duquesne University School of Law. He is a Chartered Life Underwriter (CLU).

CA Insurance License: #0I29569
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Duquesne University, B.S. Accounting: 1990 - 1994
- Thomas R Kline School of Law Duquesne University, JD: 1994 - 1997
- Chartered Life Underwriter®
Financial planning

Legacy planning

Retirement planning

Estate planning strategies

Professional athletes

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

ross.gaudoin@ubs.com

Ross Gaudoin, JD, CLU

1255 Treat Blvd,Walnut Creek,CA,94597
Drew Bennett, CFP, CAIA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- CA
Drew Bennett serves as a Senior Wealth Strategy Associate, at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Financial Advisor at First Republic Investment Management. In 2007 he founded Cal-Tenn Financial, LLC, where he also served as President. Before establishing Caltenn he worked as a professional NFL Wide Receiver with the Tennessee Titans and the St. Louis Rams.

Mr. Bennett holds a Bachelor of Arts in Political Science from the University of California Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Alternative Investment Analyst (CAIA®).

CA Insurance License# 0J06022
- UCLA, B.A. Political Science: 1996 - 2000
- CERTIFIED FINANCIAL PLANNER®
- Chartered Alternative Investment Analyst®
Professional athletes

Alternative investments

Structured products

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

drew.bennett@ubs.com

Drew Bennett, CFP, CAIA

1255 Treat Blvd,Walnut Creek,CA,94597
Paula Best, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AK
- CA
- IA
- WA
Paula Best serves as an Authorized Officer and Team Administrator at UBS Financial Services, Inc.

Prior to joining UBS in 2021, she held the position of Associate Director at First Republic Investment Management. Before First Republic, she spent nearly a decade with various insurance firms.

Ms. Best holds a Bachelor of Arts in Economics from California State University, San Diego. She is a CERTIFIED FINANCIAL PLANNER™ and hold various life insurance designations.

CA Insurance License # 0I01031
- San Diego State University , B.A. Economics: 2002 - 2006
- CERTIFIED FINANCIAL PLANNER®
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

paula.best@ubs.com

Paula Best, CFP

1255 Treat Blvd,Walnut Creek,CA,94597

Eliza Nuffer

Client Associate
View bio
Eliza Nuffer is a Client Associate at UBS Financial Services, Inc. Mrs. Nuffer brings a unique blend of backgrounds in client relations, account onboarding, and financial services to our team. Prior to joining UBS, Mrs. Nuffer worked at Infinity Financial Services where she was responsible for managing multiple accounts, onboarding new clients, and providing ongoing support throughout their journey in a fast-paced business environment.

Eliza's experience is supported by Financial Industry Regulatory Authority (FINRA) registrations, including the Series 7, Series 24, and Series 66 licenses. She holds a Masters of Science in Marketing from Golden Gate University, San Francisco, and a Bachelor of Science in Management with a major in Business Psychology from the WSB Schools of Banking in Poland.
- WSB University, School of Banking, Poland, B.S. Business Management : 2013 - 2016
- Golden Gate University, Masters of Science in Marketing
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

eliza.nowak@ubs.com

Eliza Nuffer

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Dennehy

Client Associate
View bio
- AK
- CA
- IA
- WA
Daniel Dennehy serves as a client service associate at UBS Financial Services, Inc.

His financial experience includes administrative procedures, client onboarding and retirement planning. Daniel earned his Bachelor of Science degree from San Diego State University in Financial Services, which provided him a strong foundation in financial planning and client management. Daniel is supported by Financial Industry Regulatory Authority (FINRA) registration and holds the Series 7 license. His commitment to client satisfaction is complimented by his strong understanding of financial products and services.
- San Diego State Univesity, B.S. Financial Services: 2019 - 2023
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.dennehy@ubs.com

Daniel Dennehy

1255 Treat Blvd,Walnut Creek,CA,94597

Kevin Dommes

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Northern California, Nevada, Arizona, New Mexico, Idaho and Montana markets.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 1999. Prior to joining UBS, he was a Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, Registered Investment Advisors, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 555636. He holds his Series 7 and 66 securities licenses. He also holds a Communications and Business degree from The University of Arizona.

Outside of the office, Kevin enjoys mountain biking, skiing, golf, watching his son’s sports, and spending time with his family and friends.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Brian Corley, CIMA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Brian Corley serves as a Managing Director and Private Wealth Advisor at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Senior Managing Director and Wealth Manager at First Republic Investment Management. In 2008, Mr. Corley founded Astera Financial Group, LLC, where he also served as Chief Investment Officer. Before establishing Astera, he worked as a Senior Vice President and Private Client Advisor with Wells Fargo Private Bank.

Mr. Corley holds a Bachelor of Arts in Economics from California State University, Chico, as well as a Masters of Science in Finance and a Graduate Certificate in Financial Planning from Golden Gate University. He is a Certified Investment Management Analyst® and an Accredited Investment Fiduciary®. Brian Corley is an active member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA®), and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey.

Only permitted for Retirement Plan Consultants (RPCs) where the following disclosure must be predominately displayed each time designation appears. Designation does not imply assumption of fiduciary responsibility'

California Insurance #OB84331
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Chico State University, B.A. Economics : 1990 - 1994
- Private Wealth Advisor
- Accredited Investment Fiduciary - AIF®
- Certified Investment Management Consultant
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

brian.corley@ubs.com

Brian Corley, CIMA

1255 Treat Blvd,Walnut Creek,CA,94597
Jeff Hill, CFP®, AWMA®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jeff Hill serves as a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc.

Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California.

Mr. Hill holds a Bachelor of Science in Business Administration from the University of Nevada, Reno. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor® (AWMA®). Jeff is acitively engaged in local charities such as The Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetery and is a member of the San Francisco Bond Club and Financial Planning Association.

CA Insurance License# 0K66463
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- University of Nevada, Reno, B.S. Business Management
- Private Wealth Advisor
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER®
- Retirement Plan Consultant
Lending services

Financial planning

Retirement planning

Alternative investments

Multi-generational families

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

jeffrey.j.hill@ubs.com

Jeff Hill, CFP®, AWMA®

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Grover, CFP

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Daniel Grover serves as a Managing Director and Wealth Manager at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Wealth Manager at First Republic Investment Management. In 2008, Mr. Grover founded Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before establishing Astera, he worked as a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC.

Mr. Grover holds a Bachelor of Arts in Economics and European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional. Daniel Grover is an active member of the Financial Planning Association (FPA) and serves on the Lafayette Board.

CA Insurance License # 0C24465
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of California, Santa Cruz, B.A. Economics: 1991 - 1995
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.grover@ubs.com

Daniel Grover, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Ross Gaudoin, JD, CLU

Senior Vice President–Wealth Management

Chartered Life Underwriter®
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Ross Gaudoin serves as a Senior Vice President–Wealth Management at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Managing Director and Senior Financial Planner at First Republic Investment Management. In 2008 Mr. Gaudoin founded Astera Financial Group LLC where he also served as Director of Wealth Advisory Services and Chief Financial Officer. Before establishing Astera he worked as a Senior Financial Planner with Wells Fargo Private Bank and Estate Planning Partner with Herndon, Morton, Herndon, & Yaeger.

Mr. Gaudoin holds a Bachelor of Science in Accounting from Duquesne University and a Juris Doctor from Duquesne University School of Law. He is a Chartered Life Underwriter (CLU).

CA Insurance License: #0I29569
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Duquesne University, B.S. Accounting: 1990 - 1994
- Thomas R Kline School of Law Duquesne University, JD: 1994 - 1997
- Chartered Life Underwriter®
Financial planning

Legacy planning

Retirement planning

Estate planning strategies

Professional athletes

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

ross.gaudoin@ubs.com

Ross Gaudoin, JD, CLU

1255 Treat Blvd,Walnut Creek,CA,94597
Drew Bennett, CFP, CAIA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- CA
Drew Bennett serves as a Senior Wealth Strategy Associate, at UBS Financial Services, Inc.

Prior to joining UBS in 2021, he held the position of Financial Advisor at First Republic Investment Management. In 2007 he founded Cal-Tenn Financial, LLC, where he also served as President. Before establishing Caltenn he worked as a professional NFL Wide Receiver with the Tennessee Titans and the St. Louis Rams.

Mr. Bennett holds a Bachelor of Arts in Political Science from the University of California Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Alternative Investment Analyst (CAIA®).

CA Insurance License# 0J06022
- UCLA, B.A. Political Science: 1996 - 2000
- CERTIFIED FINANCIAL PLANNER®
- Chartered Alternative Investment Analyst®
Professional athletes

Alternative investments

Structured products

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

drew.bennett@ubs.com

Drew Bennett, CFP, CAIA

1255 Treat Blvd,Walnut Creek,CA,94597
Paula Best, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AK
- CA
- IA
- WA
Paula Best serves as an Authorized Officer and Team Administrator at UBS Financial Services, Inc.

Prior to joining UBS in 2021, she held the position of Associate Director at First Republic Investment Management. Before First Republic, she spent nearly a decade with various insurance firms.

Ms. Best holds a Bachelor of Arts in Economics from California State University, San Diego. She is a CERTIFIED FINANCIAL PLANNER™ and hold various life insurance designations.

CA Insurance License # 0I01031
- San Diego State University , B.A. Economics: 2002 - 2006
- CERTIFIED FINANCIAL PLANNER®
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

paula.best@ubs.com

Paula Best, CFP

1255 Treat Blvd,Walnut Creek,CA,94597
Eliza Nuffer

Client Associate
View bio
Eliza Nuffer is a Client Associate at UBS Financial Services, Inc. Mrs. Nuffer brings a unique blend of backgrounds in client relations, account onboarding, and financial services to our team. Prior to joining UBS, Mrs. Nuffer worked at Infinity Financial Services where she was responsible for managing multiple accounts, onboarding new clients, and providing ongoing support throughout their journey in a fast-paced business environment.

Eliza's experience is supported by Financial Industry Regulatory Authority (FINRA) registrations, including the Series 7, Series 24, and Series 66 licenses. She holds a Masters of Science in Marketing from Golden Gate University, San Francisco, and a Bachelor of Science in Management with a major in Business Psychology from the WSB Schools of Banking in Poland.
- WSB University, School of Banking, Poland, B.S. Business Management : 2013 - 2016
- Golden Gate University, Masters of Science in Marketing
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

eliza.nowak@ubs.com

Eliza Nuffer

1255 Treat Blvd,Walnut Creek,CA,94597
Daniel Dennehy

Client Associate
View bio
- AK
- CA
- IA
- WA
Daniel Dennehy serves as a client service associate at UBS Financial Services, Inc.

His financial experience includes administrative procedures, client onboarding and retirement planning. Daniel earned his Bachelor of Science degree from San Diego State University in Financial Services, which provided him a strong foundation in financial planning and client management. Daniel is supported by Financial Industry Regulatory Authority (FINRA) registration and holds the Series 7 license. His commitment to client satisfaction is complimented by his strong understanding of financial products and services.
- San Diego State Univesity, B.S. Financial Services: 2019 - 2023
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

daniel.dennehy@ubs.com

Daniel Dennehy

1255 Treat Blvd,Walnut Creek,CA,94597

Kevin Dommes

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Kevin joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Northern California, Nevada, Arizona, New Mexico, Idaho and Montana markets.

Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Kevin began his career in financial services in 1999. Prior to joining UBS, he was a Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, Registered Investment Advisors, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

Education and personal information

In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 555636. He holds his Series 7 and 66 securities licenses. He also holds a Communications and Business degree from The University of Arizona.

Outside of the office, Kevin enjoys mountain biking, skiing, golf, watching his son’s sports, and spending time with his family and friends.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

The unique needs of athletes and entertainers

Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Your family

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

Learn more

Tailored lending

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Learn more

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Global Access. Boutique Solutions.

Pursuing your goals together

Brian Corley, CIMA

Jeff Hill, CFP®, AWMA®

Daniel Grover, CFP

Ross Gaudoin, JD, CLU

Drew Bennett, CFP, CAIA

Paula Best, CFP

Eliza Nuffer

Daniel Dennehy

Kevin Dommes

Brian Corley, CIMA

Jeff Hill, CFP®, AWMA®

Daniel Grover, CFP

Ross Gaudoin, JD, CLU

Drew Bennett, CFP, CAIA

Paula Best, CFP

Eliza Nuffer

Daniel Dennehy

Kevin Dommes

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Education

Credentials

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Education

Credentials

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Private Wealth Management

The unique needs of athletes and entertainers

You. Connected.

You. Connected.

Advanced Planning

Advanced Planning

Your family

Your family

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