Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Account Vice President
Bethany joined UBS in 2011 after being at Merrill Lynch for 9 years. She has 26 years' experience in the Financial Services Industry and is passionate about financial advising. She realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so she helps clients emotionally handle the responsibility of managing their portfolio. She believes in Financial Planning and diversifying her clients across the full spectrum of managed investments available -- mutual funds, ETFs, personal money managers, private equity and hedge funds -- to construct the most appropriate financial plan for her clients. Bethany is series 7 registered and has her Chartered Financial Consultant (ChFC) designation. She lives in Clarkston, MI with her husband and children.
Credentials
Account Vice President
Bethany joined UBS in 2011 after being at Merrill Lynch for 9 years. She has 26 years' experience in the Financial Services Industry and is passionate about financial advising. She realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so she helps clients emotionally handle the responsibility of managing their portfolio. She believes in Financial Planning and diversifying her clients across the full spectrum of managed investments available -- mutual funds, ETFs, personal money managers, private equity and hedge funds -- to construct the most appropriate financial plan for her clients. Bethany is series 7 registered and has her Chartered Financial Consultant (ChFC) designation. She lives in Clarkston, MI with her husband and children.
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
