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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
First Vice President–Wealth Management
With over 32 years of experience in the financial industry, creating and preserving wealth, I have gathered knowledge about many different markets and how they affect investors. After beginning my career and serving as a financial advisor for over 25 years at Morgan Stanley I joined UBS in December of 2010. Being a part of the Wealth Management Division of UBS Financial Services has given me access to a vast array of resources unparalleled in the financial industry. These services include, but are not limited to, life insurance, long term care, annuities, and mortgage lending.
Through large amounts of planning and research I develop and run my own portfolios. Running my own portfolios allows me to cater directly to individual client needs. My clients are the core of my practice. Keeping a stream of constant communication allows me to develop a personalized approach tailored directly to the client. This active communication allows for personalized alterations from client to client. Listening and adapting to both the market and my clients remains my primary objective every day.
First Vice President–Wealth Management
With over 32 years of experience in the financial industry, creating and preserving wealth, I have gathered knowledge about many different markets and how they affect investors. After beginning my career and serving as a financial advisor for over 25 years at Morgan Stanley I joined UBS in December of 2010. Being a part of the Wealth Management Division of UBS Financial Services has given me access to a vast array of resources unparalleled in the financial industry. These services include, but are not limited to, life insurance, long term care, annuities, and mortgage lending.
Through large amounts of planning and research I develop and run my own portfolios. Running my own portfolios allows me to cater directly to individual client needs. My clients are the core of my practice. Keeping a stream of constant communication allows me to develop a personalized approach tailored directly to the client. This active communication allows for personalized alterations from client to client. Listening and adapting to both the market and my clients remains my primary objective every day.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
