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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
I began my career in finance over thirty years ago. I started as a mergers and acquisitions analyst with Baxter Travenol. I then continued to Public Storage,Inc in 1987 in the role of Director of Finance. My responsibilities included developing initial public offerings, structuring real estate investment trusts, preparing due diligence and raising capital through pension plans and institutional investors.
In 1995, I became a financial advisor in Global Wealth Management at Merrill Lynch. In addition to helping clients, I was also the Resident Director of the LA Trading Floor office, managing 20 financial advisors with 6 billion in client assets under management and 40 million in revenue.
In 2016, I transferred my wealth management practice to UBS Financial Services, Inc. in Pasadena. I am passionate about working with my clients; preparing financial plans for professionals and business owners. I work alongside my clients to develop, implement, and monitor investment portfolios in order to achieve their financial goals in the most tax efficient manner. Aside from providing investment advice, I regularly consult in liability and estate concerns and advise on advanced estate planning strategies such as charitable remainder trusts and irrevocable life insurance trusts.
I received my Bachelors in Business Administration and graduated Magna Cum Laude from the Marshall School of Business at the University of Southern California. I obtained my Masters in Business Administration from California State University, Northridge in 1990.
Aida Babayan holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0B77781).
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
I began my career in finance over thirty years ago. I started as a mergers and acquisitions analyst with Baxter Travenol. I then continued to Public Storage,Inc in 1987 in the role of Director of Finance. My responsibilities included developing initial public offerings, structuring real estate investment trusts, preparing due diligence and raising capital through pension plans and institutional investors.
In 1995, I became a financial advisor in Global Wealth Management at Merrill Lynch. In addition to helping clients, I was also the Resident Director of the LA Trading Floor office, managing 20 financial advisors with 6 billion in client assets under management and 40 million in revenue.
In 2016, I transferred my wealth management practice to UBS Financial Services, Inc. in Pasadena. I am passionate about working with my clients; preparing financial plans for professionals and business owners. I work alongside my clients to develop, implement, and monitor investment portfolios in order to achieve their financial goals in the most tax efficient manner. Aside from providing investment advice, I regularly consult in liability and estate concerns and advise on advanced estate planning strategies such as charitable remainder trusts and irrevocable life insurance trusts.
I received my Bachelors in Business Administration and graduated Magna Cum Laude from the Marshall School of Business at the University of Southern California. I obtained my Masters in Business Administration from California State University, Northridge in 1990.
Aida Babayan holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0B77781).
Recognized as an industry leader:
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.
Education
Credentials
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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