Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
As a founder of the Couch Group at UBS, I have been helping our clients prepare for and navigate through significant life events and financial transitions for over 20 years. These life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be in financial transitions like receiving an inheritance, selling a business or large asset, exercising stock options or maybe just contemplating major investment portfolio changes.
My approach is a simple one: I align my experienced team of Financial Advisors with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be. How exactly do we work with you? We ask many questions. And listen carefully to your answers. Questions about your lifestyle today and the lifestyle you hope to live years from now. Where you would like your children to attend college, or the level of care and comfort you hope to offer your aging parents. We can also ask about the challenges you face in your financial life.
To learn how our comprehensive wealth management services can help you meet the challenges that these major life transitions pose to your financial security, please call us at 315-221-5352 for a complimentary consultation.
Senior Vice President–Wealth Management
Financial Advisor
As a founder of the Couch Group at UBS, I have been helping our clients prepare for and navigate through significant life events and financial transitions for over 20 years. These life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be in financial transitions like receiving an inheritance, selling a business or large asset, exercising stock options or maybe just contemplating major investment portfolio changes.
My approach is a simple one: I align my experienced team of Financial Advisors with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be. How exactly do we work with you? We ask many questions. And listen carefully to your answers. Questions about your lifestyle today and the lifestyle you hope to live years from now. Where you would like your children to attend college, or the level of care and comfort you hope to offer your aging parents. We can also ask about the challenges you face in your financial life.
To learn how our comprehensive wealth management services can help you meet the challenges that these major life transitions pose to your financial security, please call us at 315-221-5352 for a complimentary consultation.
Client Associate
Client Associate
Client Associate
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
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