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$2.8 trillion
In invested assets globally
As of 06/30/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
I have 23 plus years experience in financial planning, retirement planning and asset management. I assist a select group of high net worth individuals, families and institutions with managing their financial affairs. I take a holistic approach to financial planning to assist clients in growing and protecting their assets and with transferring remaining assets to their heirs.
Education
First Vice President–Wealth Management
Financial Advisor
I have 23 plus years experience in financial planning, retirement planning and asset management. I assist a select group of high net worth individuals, families and institutions with managing their financial affairs. I take a holistic approach to financial planning to assist clients in growing and protecting their assets and with transferring remaining assets to their heirs.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
