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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
First 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
First 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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
