First Vice President–Wealth Management
Financial Advisor
For more than 25 years, Bernadette has helped empower individuals to maximize their wealth and create the future they envision for themselves and their families. Because deep relationships form the foundation of her practice, she provides each client with an extraordinary level of service and attention as they work together toward financial wellness today and for the future. From budgeting and investment management to charitable giving and estate planning strategies, Bernadette makes every effort to serve as a trusted source of advice for her clients and their families.
Professional achievements and education
Outside of UBS
A strong believer in giving back to the community, Bernadette has been a volunteer for over 10 years with the St. Ben’s Community Meal Program, preparing and serving meals to those in need in downtown Milwaukee and participating in a variety of fundraising activities. She has also served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa and worked as a leader of the parish’s successful capital campaign. She is a member of the Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO.
Married for over 40 years, Bernadette and her husband, Bruce, have two wonderful children. BJ is Assistant Professor of Pediatrics in the Division of Allergy and Clinical Immunology at National Jewish Health and the University of Colorado in Denver. Erica graduated cum laude from Marquette University and is a medical student at Creighton University Medical School. Erica has a background as a world-class speed skater and plans to pursue a career in radiology.
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.
First Vice President–Wealth Management
Financial Advisor
For more than 25 years, Bernadette has helped empower individuals to maximize their wealth and create the future they envision for themselves and their families. Because deep relationships form the foundation of her practice, she provides each client with an extraordinary level of service and attention as they work together toward financial wellness today and for the future. From budgeting and investment management to charitable giving and estate planning strategies, Bernadette makes every effort to serve as a trusted source of advice for her clients and their families.
Professional achievements and education
Outside of UBS
A strong believer in giving back to the community, Bernadette has been a volunteer for over 10 years with the St. Ben’s Community Meal Program, preparing and serving meals to those in need in downtown Milwaukee and participating in a variety of fundraising activities. She has also served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa and worked as a leader of the parish’s successful capital campaign. She is a member of the Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO.
Married for over 40 years, Bernadette and her husband, Bruce, have two wonderful children. BJ is Assistant Professor of Pediatrics in the Division of Allergy and Clinical Immunology at National Jewish Health and the University of Colorado in Denver. Erica graduated cum laude from Marquette University and is a medical student at Creighton University Medical School. Erica has a background as a world-class speed skater and plans to pursue a career in radiology.
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.
Wealth Strategy Associate
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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