$5+ trillion
In invested assets globally
As of 11/07/2023
As a dedicated Financial Advisor, I understand that each client is different – from a new investor to one with years of experience – and I appreciate your individual circumstances. My goal is to be your primary source of wealth management advice.
At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.
During a challenging financial environment, it’s especially important to stay focused on your goals. One way is to conduct a comprehensive review of your portfolio and your objectives. As a Financial Advisor, I have the resources to provide an objective view of your assets and liabilities, and to help point out areas that may benefit from repositioning.
Senior Vice President–Wealth Management
Personal & Community
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager