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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
First Vice President–Wealth Management
Financial Advisor
I've been in the Financial Services industry for over 15 years. During this time I have developed the ability to completely understand each client through a very detailed discovery process. This process allows me to offer financial solutions tailored to meet every client's individual needs. Building relationships with my clients is my number one priority.
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
Credentials
First Vice President–Wealth Management
Financial Advisor
I've been in the Financial Services industry for over 15 years. During this time I have developed the ability to completely understand each client through a very detailed discovery process. This process allows me to offer financial solutions tailored to meet every client's individual needs. Building relationships with my clients is my number one priority.
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
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
