$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager