$3.9 trillion
In invested assets globally
As of 12/31/2022
Simplifying your financial life
Exceptional service is essential to a successful relationship. Accessible and responsive, we always strive to provide the utmost in personalized service. Count on us for regular communication, addressing such topics as tax optimization, risk management and asset allocation strategies.
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 Vice President–Wealth Management
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Client Associate Senior
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Client Associate Senior
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
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Our clients know we always put their best interests first. The trust, service and integrity we bring has helped us build long-term relationships that span generations.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
