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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.
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.
Education
Credentials
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
