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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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