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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Craig is a Senior Vice President-Wealth Management who recently joined UBS Financial Services Inc. after more than 15 years experience as a Financial Advisor. In 2007, Craig earned his CERTIFIED FINANCIAL PLANNER ™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. The CFP® designation is recognized as the highest standard in personal financial Planning. This background uniquely positions him to understand and analyze even the most complex situations and offer custom solutions specific to your family's individual financial concerns and goals.
Craig earned a bachelor of business administration from the University of Delaware with concentrations in business and marketing.
I recently joined UBS to form Sage Wealth Management Group. We formed this partnership because we believe that our clients’ needs should always come first and our partnership allows us to pool our various skills and expertise to offer comprehensive financial solutions. We now have the ability to help investors of all portfolio sizes and investment experience, focusing solely on achieving their financial goals.
Education
Credentials
Senior Vice President–Wealth Management
Craig is a Senior Vice President-Wealth Management who recently joined UBS Financial Services Inc. after more than 15 years experience as a Financial Advisor. In 2007, Craig earned his CERTIFIED FINANCIAL PLANNER ™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. The CFP® designation is recognized as the highest standard in personal financial Planning. This background uniquely positions him to understand and analyze even the most complex situations and offer custom solutions specific to your family's individual financial concerns and goals.
Craig earned a bachelor of business administration from the University of Delaware with concentrations in business and marketing.
I recently joined UBS to form Sage Wealth Management Group. We formed this partnership because we believe that our clients’ needs should always come first and our partnership allows us to pool our various skills and expertise to offer comprehensive financial solutions. We now have the ability to help investors of all portfolio sizes and investment experience, focusing solely on achieving their financial goals.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
