$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Bucky specializes in working with corporations, foundations, high net worth and ultra high net worth families located across the U.S. Bucky has earned the designation of an Accredited Asset Management Specialist from the College for Financial Planning. He is FINRA-registered and holds Series 7 & 66 securities licenses as well as licenses for life insurance and variable annuities. Prior to joining UBS, he was Worldwide Sales Manager for FedEx, where he managed consulting services and customized solutions that helped many U.S. and multinational corporations realize their financial goals. Bucky is involved with various charities in the Southeastern U.S., including Els for Autism, Golfers Against Cancer, Seminole Boosters and is a Member of the Board of Governors of the FSU College of Business.
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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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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UBS is a leading and truly global wealth manager