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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
I am a 1982 Auburn University graduate and current resident of Montgomery, Alabama where I reside with my wife and two daughters. My family is extremely active in our community through the local YMCA and equally as active in our church community where I serve as Stewardship Chair. I strive daily to bring that same dedication to our clients here at UBS providing tailored services based on each individual financial need.
Education
Senior Vice President–Wealth Management
I am a 1982 Auburn University graduate and current resident of Montgomery, Alabama where I reside with my wife and two daughters. My family is extremely active in our community through the local YMCA and equally as active in our church community where I serve as Stewardship Chair. I strive daily to bring that same dedication to our clients here at UBS providing tailored services based on each individual financial need.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
