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$7 trn
UBS Group invested assets
As of 12/31/2025
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Vice President–Wealth Management
Since beginning my career as a stockbroker at Kidder, Peabody & Co. in 1976, I have had broad and deep experience in the corporate, institutional and private-client segments of the investment industry. I hold Series 7, 63 and 32 securities licenses, a life insurance and variable annuities license, the Chartered Financial Analyst (CFA) designation, and the UBS Wealth Advisor designation. I believe this experience, together with my industry credentials, has given me a unique perspective on what it takes to guide clients through the most challenging economic and market environments.
Personal & Community
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
Credentials
Lets connect
Vice President–Wealth Management
Since beginning my career as a stockbroker at Kidder, Peabody & Co. in 1976, I have had broad and deep experience in the corporate, institutional and private-client segments of the investment industry. I hold Series 7, 63 and 32 securities licenses, a life insurance and variable annuities license, the Chartered Financial Analyst (CFA) designation, and the UBS Wealth Advisor designation. I believe this experience, together with my industry credentials, has given me a unique perspective on what it takes to guide clients through the most challenging economic and market environments.
Personal & Community
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
Credentials
Lets connect
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
