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$2.8 trillion
In invested assets globally
As of 06/30/2022
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
Barbara has been providing guidance to her clients for over 45 years. Her experience stems from employment at companies such as Shearson, Loeb Rhoades, Lehman Brothers, and Smith Barney. Barbara obtained her education from Finch College, where she earned a Bachelor of Science degree. While utilizing the vast scope of resources provided by UBS, Barbara approaches her clients with a holistic and research based philosophy to wealth management.
Education
Senior Vice President–Wealth Management
Financial Advisor
Barbara has been providing guidance to her clients for over 45 years. Her experience stems from employment at companies such as Shearson, Loeb Rhoades, Lehman Brothers, and Smith Barney. Barbara obtained her education from Finch College, where she earned a Bachelor of Science degree. While utilizing the vast scope of resources provided by UBS, Barbara approaches her clients with a holistic and research based philosophy to wealth management.
Education
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
