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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Account Vice President
Financial Advisor
We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms.
Education
Credentials
Account Vice President
Financial Advisor
We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
