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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
As a Wealth Advisor, I work with a team of financial specialists assisting high net worth specialized medical doctors, institutions and high level executives. We make their financial affairs effective and efficient so they can focus on their core business, most prefered hobbies, family and aspirations. In order to maintain the highest standards of service, be effective and add value, I work best with clients and prospects who have a net worth of 1 million and above. My focus is coaching clients to meet their financial goals and aspirations.
Education
Credentials
Senior Vice President–Wealth Management
As a Wealth Advisor, I work with a team of financial specialists assisting high net worth specialized medical doctors, institutions and high level executives. We make their financial affairs effective and efficient so they can focus on their core business, most prefered hobbies, family and aspirations. In order to maintain the highest standards of service, be effective and add value, I work best with clients and prospects who have a net worth of 1 million and above. My focus is coaching clients to meet their financial goals and aspirations.
Education
Credentials
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.
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
