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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
I aim to understand clients complex needs and objectives and to offer customized solutions for their goals. I work diligently to stay abreast in a continually challenging global environment so that I may offer my clients the best solutions for their wealth management. I work to build my business through trust, honesty, integrity and dedication. My passion is the financial industry and I try to be better every year at what I do and adapt to our changing environment. I always have welcomed being in the forefront of women's advancement in the field of financial advising. My clients span three generations and some four, as I work to achieve above average investment return with a focus on wealth management. Many of my clients have been with me for over twenty five years. My global travels provide me with a special perspective on an international scale.
EXPERIENCE TO GUIDE YOU FORWARD
Most of my clients prefer to build portfolios of individual stock across sectors, following recommended percentage weightings in each issue as well as sectors. A client's age and risk tolerance is carefully considered in my recommendations. Ideas are garnered from our two research departments – Wealth Management and Institutional/Investment Banking as well as other outside research ideas. A laddered approach to municipal or taxable bonds is followed. A client's portfolio and performance are carefully monitored on a quarterly or more frequent basis. Also, for further diversification of investments, or client preference, I offer a choice of managed discretionary advisory programs. Additionally, I encourage financial goal analysis plans directed at liquidity, longevity, and legacy.
Senior Vice President–Wealth Management
I aim to understand clients complex needs and objectives and to offer customized solutions for their goals. I work diligently to stay abreast in a continually challenging global environment so that I may offer my clients the best solutions for their wealth management. I work to build my business through trust, honesty, integrity and dedication. My passion is the financial industry and I try to be better every year at what I do and adapt to our changing environment. I always have welcomed being in the forefront of women's advancement in the field of financial advising. My clients span three generations and some four, as I work to achieve above average investment return with a focus on wealth management. Many of my clients have been with me for over twenty five years. My global travels provide me with a special perspective on an international scale.
EXPERIENCE TO GUIDE YOU FORWARD
Most of my clients prefer to build portfolios of individual stock across sectors, following recommended percentage weightings in each issue as well as sectors. A client's age and risk tolerance is carefully considered in my recommendations. Ideas are garnered from our two research departments – Wealth Management and Institutional/Investment Banking as well as other outside research ideas. A laddered approach to municipal or taxable bonds is followed. A client's portfolio and performance are carefully monitored on a quarterly or more frequent basis. Also, for further diversification of investments, or client preference, I offer a choice of managed discretionary advisory programs. Additionally, I encourage financial goal analysis plans directed at liquidity, longevity, and legacy.
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
