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$7 trn
UBS Group invested assets
As of 12/31/2025
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
Financial Advisor
Alfred Kelly joined UBS in 2009 and holds the title of Senior Vice Presdient. He has over 30 years of experience working in the financial services industry. Starting his career specializing in municipal and mortgage backed bonds, he then advanced into all aspects of wealth management.
Al is passionate about serving his clients in order to help them reach their financial and personal goals. He primarily assists individuals with high net worth and their families, business owners, executives, and attorneys. He provides them with total wealth management services including financial planning, portfolio management, asset allocation, liability management, estate planning, annuities and insurance.
Education
Senior Vice President–Wealth Management
Financial Advisor
Alfred Kelly joined UBS in 2009 and holds the title of Senior Vice Presdient. He has over 30 years of experience working in the financial services industry. Starting his career specializing in municipal and mortgage backed bonds, he then advanced into all aspects of wealth management.
Al is passionate about serving his clients in order to help them reach their financial and personal goals. He primarily assists individuals with high net worth and their families, business owners, executives, and attorneys. He provides them with total wealth management services including financial planning, portfolio management, asset allocation, liability management, estate planning, annuities and insurance.
Education
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$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
