5
Advisors on the team
We focus on helping individuals and families manage the many facets of their often complex financial lives. For each client, we take the time to understand all they want to accomplish and then work collaboratively to craft a flexible plan for where they are now and where they want to go.
Our highly credentialed team offers our clients thoughtful perspective and proactive service. Drawing on the specialties of each team member, we provide advice, insights and customized solutions aimed to meet our clients' needs now and their wishes for the future. And all with a fiduciary mandate that puts our clients first and foremost in all that we do.
We strive, relentlessly, to make sure our clients feel understood, respected and cared for. By putting financial planning at the core of everything we do, we have the capabilities to help them, their businesses and their families unlock opportunity and preserve hard-earned wealth.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Senior Client Associate
Wealth Strategy Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Senior Client Associate
Wealth Strategy Associate
Wealth Strategy 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.
5
Advisors on the team
An overview of philanthropic strategies and their impact to help you evaluate different options.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.