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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
First Vice President–Wealth Management
Following a successful environmental engineering career, I graduated from the Georgia State University Executive MBA program in 2001. Ever since, I've been a Financial Advisor.
A common expectation of my clients is a plan with specific outcomes in mind, that require a personalized strategy. Meeting and exceeding those expectations brought growth. To support that growth, I maintain several designations. Becoming a Certified Financial Planner, UBS Retirement Planning Consultant and UBS Senior Portfolio Manager gives me the bandwidth to engage in every facet of your financial life. Enhanced by UBS's technology infrastructure and cyber security, my decades of experience give our clients the confidence of institutional depth.
On a more granular level, I select and trade securities for my clients. The UBS trading platform, powered by the resources of the world's largest wealth management firm, enables instantaneous liquidity, curated rebalancing and actionable portfolio management. Integrating your investment philosophy and UBS's award winning research results in portfolio composition you can understand. A large corporate retirement plan or the culmination of your life's financial ups and downs - it's your best interest I have in mind.
Away from wealth management, I enjoy travelling with my wife, Cyn, running my rescue dog every morning before daylight and kayak fishing anytime I'm near saltwater. My most hopeful future includes meeting you. Stay Bullish.
Education
Credentials
First Vice President–Wealth Management
Following a successful environmental engineering career, I graduated from the Georgia State University Executive MBA program in 2001. Ever since, I've been a Financial Advisor.
A common expectation of my clients is a plan with specific outcomes in mind, that require a personalized strategy. Meeting and exceeding those expectations brought growth. To support that growth, I maintain several designations. Becoming a Certified Financial Planner, UBS Retirement Planning Consultant and UBS Senior Portfolio Manager gives me the bandwidth to engage in every facet of your financial life. Enhanced by UBS's technology infrastructure and cyber security, my decades of experience give our clients the confidence of institutional depth.
On a more granular level, I select and trade securities for my clients. The UBS trading platform, powered by the resources of the world's largest wealth management firm, enables instantaneous liquidity, curated rebalancing and actionable portfolio management. Integrating your investment philosophy and UBS's award winning research results in portfolio composition you can understand. A large corporate retirement plan or the culmination of your life's financial ups and downs - it's your best interest I have in mind.
Away from wealth management, I enjoy travelling with my wife, Cyn, running my rescue dog every morning before daylight and kayak fishing anytime I'm near saltwater. My most hopeful future includes meeting you. Stay Bullish.
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
