Senior Vice President–Wealth Management
Financial Advisor
Doug began his career in the financial industry over 30 years ago as an analyst for City National Bank. Since 1994, he has worked as a Financial Advisor with UBS Financial Services (formerly PaineWebber). In 2000 he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Doug received his undergraduate degree in Business-Finance from San Diego State University He enjoys skiing, biking and swimming and is active in the community.
Education
Credentials
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Senior Vice President–Wealth Management
Financial Advisor
Doug began his career in the financial industry over 30 years ago as an analyst for City National Bank. Since 1994, he has worked as a Financial Advisor with UBS Financial Services (formerly PaineWebber). In 2000 he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Doug received his undergraduate degree in Business-Finance from San Diego State University He enjoys skiing, biking and swimming and is active in the community.
Education
Credentials
Let's connect
Senior Client Associate
Jon has 26 years experience in the financial industry with the last 24 at UBS Financial Services, Inc. He earned his B.A. from the University of California, Irvine. Jon is Series 7 and 66 securities licensed as well as licensed for life and variable annuities. His primary focus is providing personalized assistance and satisfaction to clients.
Education
Credentials
Senior Client Associate
Jon has 26 years experience in the financial industry with the last 24 at UBS Financial Services, Inc. He earned his B.A. from the University of California, Irvine. Jon is Series 7 and 66 securities licensed as well as licensed for life and variable annuities. His primary focus is providing personalized assistance and satisfaction to clients.
Education
Credentials
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.
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