Knowledge

Courtney joined UBS in 2019 as a Senior Wealth Strategist.  She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. She began her financial services career is 2007 with Citi Smith Barney.  She is a Certified Financial Planner™ practitioner, and holds a Series 7,66,9, and 10 securities licenses as well as an California Life, Accident and Health Insurance license and earned a Bachelor's degree from Pepperdine University. She ensures that all client requests are handled promptly and is instrumental in delivering the highest level of client service.   She has a passion for health and fitness, live music and travel.  

Elmira joined UBS in 2025 as a Senior Wealth Strategy Associate, bringing a wealth of experience in delivering tailored wealth management solutions to high-net-worth individuals and families. She is dedicated to fostering strong, ongoing client relationships and ensuring that their unique financial needs are met with precision and care.

She began her career in institutional asset management in 2017, where she gained extensive knowledge in portfolio management, client service, and investment research. This experience equipped Elmira with the expertise to propose high-quality, customized financial solutions to advisors, helping support clients in achieving their goals.

Elmira holds a B.S. in Business Administration with a Finance concentration and a Minor in Economics from California State University, Los Angeles, graduating with honors. She is licensed with Series 7 and Series 66 credentials and holds a California Life, Accident, and Health Insurance license.

Outside of work, Elmira mentors foster youth through the Open Table Program, empowering them to transition to independent living. She is passionate about wellness, fitness, art, and nutrition, and she is a GIA-certified diamond specialist. Elmira is also bilingual in English and Russian.

CA Insurance License #0M45646

Dylan Watkins joined UBS in 2024 as a Client Associate. He graduated from Marymount University with honors and earned a Bachelor Degree with specialties in Finance and Accounting. He holds the Series 7 and Series 66 licenses.

Before transitioning to finance, Dylan gained valuable experience as a Partnership Manager in the esports industry. Outside of work, Dylan is passionate about maintaining a healthy lifestyle and enjoys spending his free time camping and listening to music.