Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Private Wealth Management
What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
Eleanor of Aquitaine* was one of the most influential figures in western Europe during the 12th century. She was duchess of Aquitaine and subsequently queen of France and England. As one of the wealthiest and most powerful women of the time, she was an important patron of poets and writers.
Eleanor was an innovator and is said to be responsible for the introduction of built-in fireplaces, first used when she renovated the palace of her first husband Louis in Paris. The innovation spread quickly, transforming the domestic arrangements of the time*. https://www.history.com/topics/british-history/eleanor-of-aquitaine
In choosing our team name, we were inspired by Eleanor’s determination and creativity. We are proud to have established our team with the world’s largest wealth management firm, and aspire to bring Eleanor’s principles to our practice.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Portfolio Manager
Team Administrator
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Portfolio Manager
Team Administrator
Senior Client Associate
Client Associate
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.
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.
As a Managing Director and Financial Advisor with Aquitaine Wealth Management at UBS, Nancy Barrett and her all-female team are seeking to redefine the way people think about wealth management.
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
