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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Tony’s wealth management experience spans more than three decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be difficult, asking the right questions can make things clearer.
Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate, solutions and platforms.
Making a difference in my community
Tony is a staunch financial supporter of many philanthropic organizations such as Nationwide Children's Hospital, The Buckeye Ranch, Columbus Italian Club Education Assistance program, St. Jude Children's Research Hospital, Make a Wish, Juvenile Diabetes Research Foundation, and others. Volunteering to serve others is important to his community outreach.
Outside the office
Tony resides in Powell, OH with his wife, Heather, and Doberman named Roman. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.
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
Senior Vice President–Wealth Management
Financial Advisor
Tony’s wealth management experience spans more than three decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be difficult, asking the right questions can make things clearer.
Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate, solutions and platforms.
Making a difference in my community
Tony is a staunch financial supporter of many philanthropic organizations such as Nationwide Children's Hospital, The Buckeye Ranch, Columbus Italian Club Education Assistance program, St. Jude Children's Research Hospital, Make a Wish, Juvenile Diabetes Research Foundation, and others. Volunteering to serve others is important to his community outreach.
Outside the office
Tony resides in Powell, OH with his wife, Heather, and Doberman named Roman. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
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