A legacy for generations

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.

Mother and children laughing

Bethany Lynn Curtiss-Phyle

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.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • IL
  • IN
  • MI
  • NY
  • OK
  • SC
  • TN
  • TX
  • WY

Credentials

  • Chartered Financial Consultant
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 637-0218

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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