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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Alex has been with UBS Financial Services Inc. since 2008. His experience in the industry spans 20 years working with other major financial services firms before joining UBS Financial Services Inc. He has earned a Bachelors of Arts Degree in History from Duke University. Alex maintains Series 7, 31, 66 securities licenses as well as Life Insurance Licenses. A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, Alex has been a member of the President’s Council. Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.
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
Senior Vice President–Wealth Management
Alex has been with UBS Financial Services Inc. since 2008. His experience in the industry spans 20 years working with other major financial services firms before joining UBS Financial Services Inc. He has earned a Bachelors of Arts Degree in History from Duke University. Alex maintains Series 7, 31, 66 securities licenses as well as Life Insurance Licenses. A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, Alex has been a member of the President’s Council. Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.
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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
