$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
Education
Credentials
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Client Associate
Senior Client Associate
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
