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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
I began my career during one of the equity market's most tumultuous years on record and over the past 14 years I have helped clients manage their wealth throughout good times and bad. In 2001 I joined UBS after graduating from college with a bachelor's degree in Marketing and International Business from Pennsylvania State University.
My path has been filled with luck and a lot of hard work. I was fortunate to have learned from and worked with two very successful Financial Advisors. I worked in Jacksonville with a President's Council Financial Advisor early in my career then moved to Orlando to work with a Chairman's Council Financial Advisor. My hard work paid off as I was named to the exclusive "Top 35 Under 35" Financial Advisor program and Director's Council at UBS . These honors are very special to me as they recognize Financial Advisors who have shown an outstanding level of dedication to their clients.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding and, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, Chartered Retirement Plans Specialist, as well as licenses for life, accident and health insurance and variable annuities. In February 2007, I successfully completed the requirements to earn the designation of Certified Financial Planner™, representing the highest professional certification, globally, that can be awarded to a financial planner.
My husband, Matthew, and I live with our two dogs in Windermere, FL. We enjoy playing golf, travelling, 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.
Credentials
Senior Vice President–Wealth Management
I began my career during one of the equity market's most tumultuous years on record and over the past 14 years I have helped clients manage their wealth throughout good times and bad. In 2001 I joined UBS after graduating from college with a bachelor's degree in Marketing and International Business from Pennsylvania State University.
My path has been filled with luck and a lot of hard work. I was fortunate to have learned from and worked with two very successful Financial Advisors. I worked in Jacksonville with a President's Council Financial Advisor early in my career then moved to Orlando to work with a Chairman's Council Financial Advisor. My hard work paid off as I was named to the exclusive "Top 35 Under 35" Financial Advisor program and Director's Council at UBS . These honors are very special to me as they recognize Financial Advisors who have shown an outstanding level of dedication to their clients.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding and, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, Chartered Retirement Plans Specialist, as well as licenses for life, accident and health insurance and variable annuities. In February 2007, I successfully completed the requirements to earn the designation of Certified Financial Planner™, representing the highest professional certification, globally, that can be awarded to a financial planner.
My husband, Matthew, and I live with our two dogs in Windermere, FL. We enjoy playing golf, travelling, 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.
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
