$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager