Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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    Philip Arnold

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • IA
    • ID
    • IL
    • MA
    • MI
    • MT
    • NV
    • NY
    • OR
    • PA
    • SD
    • TX
    • UT
    • VA
    • VT
    • WA

    Phillip holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A66421

     

          200 Clock Tower Place
          Suite C-100
          Carmel, CA 93923
          philip.arnold@ubs.com
          Philip Arnold
          200 Clock Tower Place,Carmel,CA,93923
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          David Stewart

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • MA
          • MD
          • MI
          • MS
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

                200 Clock Tower Place
                Suite C-100
                Carmel, CA 93923
                david.stewart@ubs.com
                David Stewart
                200 Clock Tower Place,Carmel,CA,93923
              Three generations in apple orchard

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              A leading global wealth manager

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              ElectionWatch 2024

              Investment insights on the US elections

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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              A leader in wealth management

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              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

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              UBS is a leading and truly global wealth manager

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