Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Taft Group

  • Alex Taft Picture

    Alexander Taft

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Alex, a Financial Advisor and Senior Portfolio Manager of UBS's Portfolio Management Program, believes his strongest assets are the relationships he's established with his clients. With 35 years of experience and knowledge, Alex offers customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs. This requires a thorough understanding of his clients' objectives, risk parameters and investment timeframe, and assures that his clients have realistic expectations and an understanding of the risks and rewards inherent in their investments.

    Investment management is just the beginning. Alex contacts his clients regularly to communicate investment results, reiterate discipline, and stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.

    In addition to his career, Alex is actively involved in his community. His hobbies include travel, reading, music, skiing, golf, and running. Alex, his wife, two children, and dog Rosie reside in Mill Valley, California.

    Alex Taft holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0A05790).

    • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • UCLA, B.A. Economics
      2 Belvedere Place
      Suite 220
      Mill Valley, CA 94941
      alex.taft@ubs.com
      Alexander Taft
      2 Belvedere Place,Mill Valley,CA,94941
    • Robert

      Robert Warren

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA

      Robert joined Alex’s team here at UBS in 2021, bringing with him 12 years of experience in the financial services industry. He started his career in the Bay Area at Tamalpais Asset Management where he was an analyst for their convertible bond portfolio. He then spent the next 10 years at Coastland Capital and Passport Capital where he traded various derivative portfolios as a Portfolio Manager. That experience allows him to bring thoughtful insights and analytics to the management of client portfolios here at UBS. Robert is excited to collaborate with the team to assist in all aspects of the wealth management process to meet our clients’ long-term objectives.

      Robert graduated from Southern Methodist University in 2009 where he earned degrees in Finance and Economics. In his personal time, he enjoys traveling, cooking, gardening, camping, and the occasional day on the golf course. Robert, his wife Alissa, and their two young children live in Pleasant Hill, California.

      Robert holds his FINRA Series 7 and Series 66 licenses.

        • Southern Methodist University, Finance, B.B.A.
        • Southern Methodist University, Economics, B.S.
          2 Belvedere Place
          Suite 220
          Mill Valley, CA 94941
          robert.t.warren@ubs.com
          Robert Warren
          2 Belvedere Place,Mill Valley,CA,94941
        • Tory Grigg

          Tory Grigg

          Client Associate

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            Tory has spent her professional life in and around financial services on both the East and West Coasts. From planning large corporate events to high-level executive support, Tory has a broad range of experience and expertise. She took a 13-year hiatus to raise her two children and now is happy to be at UBS and excited to help clients with their account needs.

            Outside of the office, Tory loves to be on the sidelines watching her kids play sports, hiking with her dog, Disco, traveling to Connecticut to visit her parents or just relaxing at home with her husband, Jared. Tory lives in Greenbrae, California.

            Tory graduated from Rollins College in 1997 with a degree in Psychology.

                  2 Belvedere Place
                  Suite 220
                  Mill Valley, CA 94941
                  tory.grigg@ubs.com
                  Tory Grigg
                  2 Belvedere Place,Mill Valley,CA,94941

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                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

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