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
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    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 33 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).

      • UCLA, B.A. Economics
        2 Belvedere Place
        Suite 220
        Mill Valley, CA 94941
      • Robert

        Robert Warren

        Wealth Strategy Associate

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • MA
        • MD
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • PA
        • TN
        • TX
        • UT
        • VA
        • 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 recently acquired 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
          • 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
                  Retirement planning

                  Retirement planning

                  A team approach

                  A team approach

                  Goals-based planning

                  Goals-based planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

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                  UBS is a world-leading wealth manager

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