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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.
Vice President–Wealth Management
Barbara Young has been with the firm for 35 years and is currently is a Vice President - Wealth Management. With over 40 years of experience in the financial services industry, she offers clients her extensive knowledge and experience. She has worked for companies such as Kidder, Peabody and UBS' predecessor firm, Paine Webber.
A graduate of the University of Toronto, Ontario, with a B.S. in Architecture, Barbara also earned a B.S. in Business from the University of Santa Clara. She holds Series 7, 31 and 66 licenses, as well as insurance.
Barbara has served on several boards in Santa Clara County. In her spare time, she enjoys hiking, golf and travel. She also enjoys spending time with her family.
Education
Vice President–Wealth Management
Barbara Young has been with the firm for 35 years and is currently is a Vice President - Wealth Management. With over 40 years of experience in the financial services industry, she offers clients her extensive knowledge and experience. She has worked for companies such as Kidder, Peabody and UBS' predecessor firm, Paine Webber.
A graduate of the University of Toronto, Ontario, with a B.S. in Architecture, Barbara also earned a B.S. in Business from the University of Santa Clara. She holds Series 7, 31 and 66 licenses, as well as insurance.
Barbara has served on several boards in Santa Clara County. In her spare time, she enjoys hiking, golf and travel. She also enjoys spending time with her family.
Education
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
