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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.
First Vice President–Wealth Management
Financial Advisor
I began my career as a municipal bond trader and over the past 34 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 13 years at RBC - Dain Rauscher and at William R. Hough & Co.. 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, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7, 23, 54, 63 and 65 securities licenses as well as licenses for life, long-term care and health insurance and variable annuities. My bachelor’s degree in business administration is from the University of South Florida. I also completed the 3 year Securities Industry Institute program at the Wharton School of Business. My wife and I live with our two daughters in St. Petersburg, FL.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
I began my career as a municipal bond trader and over the past 34 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 13 years at RBC - Dain Rauscher and at William R. Hough & Co.. 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, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7, 23, 54, 63 and 65 securities licenses as well as licenses for life, long-term care and health insurance and variable annuities. My bachelor’s degree in business administration is from the University of South Florida. I also completed the 3 year Securities Industry Institute program at the Wharton School of Business. My wife and I live with our two daughters in St. Petersburg, FL.
Education
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
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UBS is a leading and truly global wealth manager
