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$6 trn
UBS Group invested assets
As of 12/31/2024
You're focused on helping your company's success. But what about your own financial success? We have the experience to guide and provide advice on complex equity award packages, executive banking and lending, benefit reviews, among other financial planning services. From executing stock options to selling shares within a corporate window to life beyond work, we strive to simplify the planning process while helping you gain the greatest long-term benefit from your success.
Senior Vice President–Wealth Management
Financial Advisor
Christopher has been in the Financial Services industry since 2009. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris holds the CERTIFIED FINANCIAL PLANNER certification. He is a graduate of Union College. He and his wife, Christa, live in Atlanta with their 3 children.
Senior Vice President–Wealth Management
Financial Advisor
Christopher has been in the Financial Services industry since 2009. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris holds the CERTIFIED FINANCIAL PLANNER certification. He is a graduate of Union College. He and his wife, Christa, live in Atlanta with their 3 children.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
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.
Support and resources
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
Global leader
UBS is a leading and truly global wealth manager
