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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
I have been assisting individuals in the area of wealth management for over 7 years, concentrating my efforts in the area of Equity Plan Advisory Services and Investment Management. I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. Our team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.
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
Financial Advisor
I have been assisting individuals in the area of wealth management for over 7 years, concentrating my efforts in the area of Equity Plan Advisory Services and Investment Management. I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. Our team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
