Let's move forward. Together.

UBS reflection

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Timothy McNutt, CPFA, CIMA, CRPC

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • NJ
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA

    Prior to his move to UBS, Timothy spent the first 20 years of his career as a Financial Advisor at Merrill Lynch. Over the course of his career in financial services, Timothy has dedicated himself to his craft, and prides himself on working together closely with his clients to understand their wants, wishes and dreams. He spends time building robust financial plans to be there to guide his clients through every step of their financial journey.

    Timothy was born and raised in Agoura Hills, graduating from Agoura High School before starting his college education in San Diego and eventually transferring to and graduating from the University of Wisconsin, Madison. Starting his career in financial services after graduating, Tim has worked to earn the CIMA® and CRPC® designations.

    With a focus on family, Timothy and his wife Cecilia moved their family back to his childhood stomping grounds, into the North Ranch Neighborhood of Westlake Village. Together with their two children, they enjoy playing sports, trying new restaurants and taking in all the area has to offer.

        • Certified Investment Management Analyst®
        3011 Townsgate Road
        Suite 300
        Westlake Village, CA 91361
        timothy.mcnutt@ubs.com
        Timothy McNutt, CPFA, CIMA, CRPC
        3011 Townsgate Road,Westlake Village,CA,91361
      • Narayan

        Narayan Pallavur, CFP, CIMA, CPFA, CEPA

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • NC
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Narayan works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. He collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, and exit planning for business owners.

        Passionate about building enduring client relationships through outstanding and personalized service, Narayan advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. He believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.

        Narayan began his career in the financial services industry in 1996, after earning his MBA from Bowling Green State University. He is a Certified Financial Planner® (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®) designations.

              3011 Townsgate Road
              Suite 300, 3rd Floor
              Westlake Village / T, CA 91361
              narayan.pallavur@ubs.com
              Narayan Pallavur, CFP, CIMA, CPFA, CEPA
              3011 Townsgate Road,Westlake Village / T,CA,91361

            Defining your priorities. Pursuing what matters.

            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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