A plan for today, tomorrow and generations to come

International space station

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Crane

Daniel Beheshti, CIMA®, CPWA®

First Vice President–Wealth Management

Private Wealth Advisor

Our practice is focused on a deep understanding of our clients’ goals and desires. Taking a goals-based approach we assist in the development of a customized financial strategy which will be measured to determine progress. Simply making investment recommendations is not enough. We provide our clients with a comprehensive, measurable plan encompassing all aspects of their financial well being to create the cash flow needed to retire when and how they want.

 

Since the challenges of reaching long-term financial goals are fundamentally behavioral, we strive to understand what is most important to you and to produce a financial plan along with an investment policy to put you in the best position to succeed. 

 

Why would you choose us? Because we value trust, honesty, and full transparency while advising clients through the inevitable up and down cycles of the financial markets. Our business philosophy is simple: proactive communication to manage the way our clients respond to those periods of euphoria near market tops and the panic and despair which are very human reactions near market bottoms. Through continuous research, patience, and discipline we successfully maintain strong relationships with our clients and help them stay the course.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • ID
  • MA
  • MO
  • NC
  • NV
  • NY
  • UT
  • WA

Education

  • Investment Management, Yale School Of Management
  • School Of Dental Medicine, Goethe University Frankfurt, Germany

Credentials

  • Private Wealth Advisor
  • Certified Investment Management Analyst ®
  • Certified Private Wealth Advisor ®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Professional athletes
Professional entertainers
Multi-generational families
Women investors
Business Owners
Entrepreneurs
Professionals
Corporate executives
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135
  • (702) 792-3138

Email Me

Your primary source for financial advice

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.

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    Daniel Beheshti, CIMA®, CPWA®

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • HI
    • ID
    • MA
    • MO
    • NC
    • NV
    • NY
    • UT
    • WA

          10801 W Charleston Boulevard
          Suite 400
          Las Vegas, NV 89135
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          Randi Ross

          Client Associate

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                  10801 W Charleston Boulevard
                  Suite 400
                  Las Vegas, NV 89135
                • Lisa Snyder

                  Lisa Snyder

                  Executive Director

                  Wealth Planning Strategist

                  Current role and areas of expertise

                  Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

                  Estate and multi-generational planning
                  Retirement income and cash flow analysis
                  Business continuity and succession planning
                  Retirement plans and employee benefits
                  Risk and liability management planning
                  Charitable giving strategies
                  Executive compensation and benefit strategies

                  Professional history

                  Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

                  Education and personal information

                  Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.
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                  Thomas Cammarata

                  Fixed Income Sales

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                  Chad Saclolo

                  Wealth Planning Associate

                • Michelle

                  Michelle Houston

                  Associate Director

                  Wealth Management Banker

                  Current role and areas of expertise

                  Michelle Houston joined UBS Bank USA in 2017 and currently is a Wealth Management Banker covering the Northern California, Arizona, Nevada, New Mexico, Idaho and Montana markets.

                  Michelle has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                  Professional history

                  Michelle has 34 years experience in banking, lending and financial services advising clients on banking and credit solutions.  Prior to joining UBS in 2017, she was with Merrill from 1996 to 2016. 

                  Education and personal information

                  In Michelle’s role as a Wealth Management Banker her NMLS # is 620164. She holds her Series 7, 63, and 66 securities licenses.

                  Outside of the office, Michelle loves to spend time with her family, hike and travel.

                  Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                Connecting you to the deep resources of UBS

                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                Investment management

                Business transition and succession planning

                Business transition and succession planning

                Portfolio management

                Portfolio management

                two men planning

                Ready to sell your business?

                The five hallmarks of a successful sale

                Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                Global leader

                UBS is a world-leading wealth manager

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2020

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