Experience

Makes all the difference

Our philosophy is to always put our clients' interests first through education, customized analysis and creative solutions.

Bing Presnell

Senior Vice President–Wealth Management

Financial Advisor

  • More than 10 years experience in the financial services industry
  • Designs comprehensive programs to grow and preserve wealth
  • Works with clients to set objectives and create customized asset allocation plans 
  • Aligns client's objectives with their philanthropic efforts and tax planning goals
  • Extensive international markets background working in London and Hong Kong
  • Graduate of the University of California, Berkeley
  • Joined UBS in 2008

Registered States:
  • CA
  • CO
  • CT
  • HI
  • ID
  • MA
  • OH
  • PA

Education

  • University of California, Berkeley
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Patrick Galligan

Associate Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • MA
  • MD
  • NC
  • NV
  • NY
  • OH
  • PA
  • TX
  • VA
  • WA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me