Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • Wayne Davis Profile Photo

    Wayne Davis

    Managing Director–Wealth Management

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WY
    • M.B.A., Amos Tuck School at Dartmouth, 1979
    • B.A., Dartmouth College, 1973
    • Joined UBS (formerly PaineWebber) in 1985
    • Johnson & Higgins, 1979 – 1985
    • Casco Bank & Trust, 1975 – 1977
    • Bankers Trust, New York, 1973 – 1975
    • Focus: Wayne concentrates on developing, implementing and monitoring comprehensive investment programs.
    • Vice Chair of Boston Lyric Opera
    • Treasurer of Massachusetts Congregational Charitable Society
    • Executive Committee Member of Dartmouth Class of 1973
    • Member of Roxbury Latin School Headmaster's Council
    • Partners Healthcare System, Member of the Corporation

    • Amos Tuck School at Dartmouth, M.B.A.
    • Dartmouth College, B.A.
    • Private Wealth Advisor
    • Senior Portfolio Manager
    • Chartered Retirement Plans Specialist℠
    200 Clarendon Street
    24th Floor
    Boston, MA 02116
  • Roderick Wagner Profile Photo

    Roderick Wagner

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WY
    • B.A. University of Wisconsin- Madison, 1995
    • Holds Series 7,63,65,66, and insurance licenses
    • Joined UBS in 2012
    • US Trust, Bank of America Private Wealth Management (Formerly FleetBoston), 2002 – 2012
    • Robertson Stephens, 1999-2002
    • Focus: Rod provides clients with full access to UBS's Private Wealth Management platform with an emphasis on asset allocation, total portfolio management and retirement income planning. Rod also advises with credit needs, education funding, structures for charitable giving and estate planning.
    • Volunteer with the Cradles to Crayons organization

      • University of Wisconsin- Madison, B.A.
      • Private Wealth Advisor
      200 Clarendon Street
      24th Floor
      Boston, MA 02116
    • Genevieve Michel Profile Photo

      Genevieve Michel

      Senior Client Associate

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      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • IN
      • MA
      • MD
      • ME
      • MS
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VI
      • VT
      • WA
      • B.A., University of Montana, 2006
      • Joined UBS in 2013
      • Holds Series 7, 66 Licenses
      • Focus: Genevieve addresses operational and administrative needs for the Davis Team and its clients.

        • University of Montana, B.A.
          200 Clarendon Street
          24th Floor
          Boston, MA 02116

        Wealth, from your point of view

        Change your community. Change the world.

        Change your community. Change the world.

        Executive decisions

        Executive decisions

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager