Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
