Senior Vice President–Wealth Management
Sue began her career in the financial services industry with Morgan Stanley's Private Wealth Management Group in 1979 after obtaining a degree in management from the State University of New York, Binghamton. She joined UBS in 2002 and completed her Private Wealth accreditation in 2005. For over 37 years, she has helped individuals and their families with significant means manage the accumulation, preservation and transfer of wealth. She acts in an advisory capacity in providing advice on wealth planning, trust and estate planning strategies and liability management. She has extensive experience in evaluating and developing customized investment strategies tailored to her clients' individual needs.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Sue began her career in the financial services industry with Morgan Stanley's Private Wealth Management Group in 1979 after obtaining a degree in management from the State University of New York, Binghamton. She joined UBS in 2002 and completed her Private Wealth accreditation in 2005. For over 37 years, she has helped individuals and their families with significant means manage the accumulation, preservation and transfer of wealth. She acts in an advisory capacity in providing advice on wealth planning, trust and estate planning strategies and liability management. She has extensive experience in evaluating and developing customized investment strategies tailored to her clients' individual needs.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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