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$5+ trillion
In invested assets globally
As of 11/07/2023
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Andy is deeply committed to providing comprehensive and holistic wealth management services to our multi-generational relationships. Andy specializes in qualitative and quantitative research, complex insurance strategies and municipal bond management.
Andy is an executive board member of the Michigan Region BBYO Board of Commissioners and founding board member of AJC-ACCESS Detroit. Andy, his wife, Erika, and their two children, Ethan and Lielle, live in Farmington Hills. Outside of the office, Andy enjoys cycling, basketball, tennis and spending time with family and friends.
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
Andy is deeply committed to providing comprehensive and holistic wealth management services to our multi-generational relationships. Andy specializes in qualitative and quantitative research, complex insurance strategies and municipal bond management.
Andy is an executive board member of the Michigan Region BBYO Board of Commissioners and founding board member of AJC-ACCESS Detroit. Andy, his wife, Erika, and their two children, Ethan and Lielle, live in Farmington Hills. Outside of the office, Andy enjoys cycling, basketball, tennis and spending time with family and friends.
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
