Wealth advice that helps inspire confidence

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew Low

    Andrew Low

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • CA
    • DC
    • FL
    • HI
    • ID
    • MN
    • MT
    • NH
    • NJ
    • NV
    • SC
    • TX

    Andrew works with clients and prospects to create a blueprint and investment plan to help clients save enough financial resources to fund retirement, lifestyle, charitable and wealth transfer goals. Andrew collaborates with the client's other legal and tax advisors to create a roadmap and an action plan to help business owners and other clients with liquidity events to reduce income and capital gains taxes by using advanced tax and trust strategies. Working with business owners over the last 23 years, Andrew has found they are frustrated at paying high income and capital gains, up to 50% upon the sale of their business. Andrew also found that they want to continue to make an impact with their lives after the sale.

     

    CA Insurance Lic #576810

      • UCLA, B.A. - Communication Studies
      • UCLA, Program in Business & Administration
      • Certified Exit Planning Advisor
      • Certified Trust and Financial Advisor
      Financial planning
      Philanthropy
      Legacy planning
      Estate planning strategies
      Exit planning
      Business succession
      Professional athletes
      Business owners
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
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      Brittany Wilcox

      Wealth Management Associate

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • MA
      • ME
      • MI
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • WA
      • WV
      • WY

      Often the first voice clients hear, delivering a high level of client service is definitely an integral aspect of my day to day routine as a Registered Client Service associate. I am constantly catering to my advisers sophisticated client's needs, and evaluating what action needs to be accomplished next, to complete their requests in a timely fashion. I am extremely committed to delivering the highest level of personal service to our clients. I began working in the financial industry in 2014, and since obtained both my Series 7 and Series 66 licenses.

      Prior to working in the financial industry, I built a successful career as a model. I garnered a reputation for representing top brands, working and communicating with major celebrities, and fashion executives while traveling worldwide. In order to obtain paid work, I acquired communication skills and the flexibility to represent myself in the best light for each specific job and client.

      With my immaculate attention to detail and ability to organize and manage time, I was able to work two jobs, while sustaining sometimes as many as twenty credits in school, graduating in less than 4 years.

      I have a passion for health and wellness, working out, and love to cook for my friends and family in my free time.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
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            Brian Clarke

            Authorized Officer

            Digital Specialist

          • Casey Verst

            Executive Director

            Senior Wealth Strategy Consultant

            Introduction
            Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

            Professional History
            Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

            Education
            Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
          • Roubina

            Roubina Kurkjian

            NMLS #947868

            Senior Wealth Management Banker, UBS Bank USA

            Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

            Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

            Professional history

            Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

            Education and personal information

            In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

            Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

            Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

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