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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
The work of building a financial future is never done. Investment goals and needs may change as new opportunities become available. As your Financial Advisor I will review your portfolio and communicate with you regularly. I will be closely attuned to your needs and positioned to draw upon UBS Financial Services Inc.’s intellectual capital and my own experience to help design appropriate portfolios.
I develop a long-term relationship with my clients and together structure a financial plan tailored to work towards your objectives. Once your plan is complete, I carefully suggest appropriate investments designed towards your specific goals.
My mission is to provide quality service, appropriate retirement planning and investment advice customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
I began my career with UBS in the mid 80's, along with my 40 years of experience I have been a member of UBS advisory council and currently a member of Directors council. I am married to my wife Christie and have 4 children. In my spare time I enjoy sports, reading and playing golf with friends.
Education
Senior Vice President–Wealth Management
Financial Advisor
The work of building a financial future is never done. Investment goals and needs may change as new opportunities become available. As your Financial Advisor I will review your portfolio and communicate with you regularly. I will be closely attuned to your needs and positioned to draw upon UBS Financial Services Inc.’s intellectual capital and my own experience to help design appropriate portfolios.
I develop a long-term relationship with my clients and together structure a financial plan tailored to work towards your objectives. Once your plan is complete, I carefully suggest appropriate investments designed towards your specific goals.
My mission is to provide quality service, appropriate retirement planning and investment advice customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
I began my career with UBS in the mid 80's, along with my 40 years of experience I have been a member of UBS advisory council and currently a member of Directors council. I am married to my wife Christie and have 4 children. In my spare time I enjoy sports, reading and playing golf with friends.
Education
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
