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$6 trn
UBS Group invested assets
As of 12/31/2024
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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.
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
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.
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
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
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