Experience

I began my career in 1983 at the beginning of the bull market, and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 20 years at Smith Barney and 6 years at Drexel Burnham Lambert.

With my clients, I emphasize taking a long term approach to investing and focus on asset allocation and retirement income planning. I also assist them with education funding, structures for charitable giving, estate planning, insurance and mortgages. I am FINRA registered and hold my series 7 and 63 security licenses. In addition, I also hold my life, accident and health insurance and variable annuities licenses.

I earned a bachelor's degree in Political Science and Economics from Union College in New York and currently live with my wife in Florida and spend my summers in New York. In my spare time, I am an avid golfer and compete in numerous local and national amateur tournaments.

Since 1984, I have worked with clients and their families to develop a proper balance of equities, fixed income, alternative investments and cash, helping them realize their financial dreams. 

Liz started her financial services career in 2012 and joined UBS in 2016. She has her series 7 and 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She loves to travel and enjoys living in Florida with her husband and young son.