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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
Alan has over 35 years of experience in wealth and asset management. Prior to joining UBS in 2012, Alan spent his career at Merrill Lynch as a First Vice President. As a Portfolio Manager, he has developed a detailed portfolio construction process geared to helping his clients meet their life goals while attempting to manage their risk. Alan is a CRPC® which enables him to create a holistic Financial Plan encompassing all aspects of a client's financial life including liability management. Alan received his B.A. from the University of Vermont. He lives in Roslyn, New York with his wife Dana.
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
Alan has over 35 years of experience in wealth and asset management. Prior to joining UBS in 2012, Alan spent his career at Merrill Lynch as a First Vice President. As a Portfolio Manager, he has developed a detailed portfolio construction process geared to helping his clients meet their life goals while attempting to manage their risk. Alan is a CRPC® which enables him to create a holistic Financial Plan encompassing all aspects of a client's financial life including liability management. Alan received his B.A. from the University of Vermont. He lives in Roslyn, New York with his wife Dana.
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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