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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Financial Advisor
With more than twenty-five years of wealth management experience, Alexis Saed provides conscientious, customized, financial planning centric advice using a collaborative, team based approach to manage the assets, liabilities and insurance needs of his clients. He joined UBS Financial Services Inc after spending 10 years at Smith Barney. He began his career in the financial services industry as a financial consultant with Merrill Lynch. Alexis graduated from the University of Illinois at Urbana-Champaign where he received a Bachelor of Arts degree in Economics and Philosophy. He also received a Master of Arts degree in Economics from Boston University. Alexis volunteers and supports Feed My Starving Children and the Salvation Army.
Recognized as an industry leader:
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
With more than twenty-five years of wealth management experience, Alexis Saed provides conscientious, customized, financial planning centric advice using a collaborative, team based approach to manage the assets, liabilities and insurance needs of his clients. He joined UBS Financial Services Inc after spending 10 years at Smith Barney. He began his career in the financial services industry as a financial consultant with Merrill Lynch. Alexis graduated from the University of Illinois at Urbana-Champaign where he received a Bachelor of Arts degree in Economics and Philosophy. He also received a Master of Arts degree in Economics from Boston University. Alexis volunteers and supports Feed My Starving Children and the Salvation Army.
Recognized as an industry leader:
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
An overview of philanthropic strategies and their impact to help you evaluate different options.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
