Senior Vice President–Wealth Management
Financial Advisor
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.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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.
Let's connect
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Client Associate
Dylan Watkins joined UBS in 2024 as a Client Associate. He graduated from Marymount University and earned a Bachelor Degree with specialties in Finance and Accounting. He currently holds the SIE and Series 66 licenses and is actively working towards his Series 7 certification.
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.
Client Associate
Dylan Watkins joined UBS in 2024 as a Client Associate. He graduated from Marymount University and earned a Bachelor Degree with specialties in Finance and Accounting. He currently holds the SIE and Series 66 licenses and is actively working towards his Series 7 certification.
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.
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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