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$6 trn
UBS Group invested assets
As of 12/31/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Brad Rutledge, Vice President-Investments, is a 28 year veteran of UBS Financial Services, Inc., formerly PaineWebber, Inc. As a Chartered Retirement Plans Counselor, Brad's practice works with clients who are accumulating for or are in the midst of transitioning from the work force to a stable, secure retirement lifestyle with the focus on making the process a comfortable, practical and emotionally satisfying experience. Brad has lived in the Walnut Creek area for over 40 years. He is married and has two grown sons.
Education
Credentials
Senior Vice President–Wealth Management
Brad Rutledge, Vice President-Investments, is a 28 year veteran of UBS Financial Services, Inc., formerly PaineWebber, Inc. As a Chartered Retirement Plans Counselor, Brad's practice works with clients who are accumulating for or are in the midst of transitioning from the work force to a stable, secure retirement lifestyle with the focus on making the process a comfortable, practical and emotionally satisfying experience. Brad has lived in the Walnut Creek area for over 40 years. He is married and has two grown sons.
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
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