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$5+ trillion
In invested assets globally
As of 11/07/2023
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous months on record—and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 8 years at Morgan Stanley and a prior tenure at Prudential Securities.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 & 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
My bachelor’s degree in Psychology is from Florida International University and a CIMA designation from the Wharton School of Business. My wife and I live with our son in South Florida.
Education
Credentials
Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous months on record—and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 8 years at Morgan Stanley and a prior tenure at Prudential Securities.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 & 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
My bachelor’s degree in Psychology is from Florida International University and a CIMA designation from the Wharton School of Business. My wife and I live with our son in South Florida.
Education
Credentials
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.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
