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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Education
Credentials
Lets connect
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.
Education
Credentials
Lets connect
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
