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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
