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$7 trn
UBS Group invested assets
As of 12/31/2025
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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
