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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Vice President–Wealth Management
Financial Advisor
In 1997, Denise joined Dean Witter Reynolds to become a Financial Advisor. After many years, Denise is now a Vice President with UBS Financial Services in Providence, Rhode Island. She has also obtained the designation of Chartered Retirement Planning Counselor (CRPC®) and works with her clients to develop investment strategies and wealth management solutions tailored to their needs.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
In 1997, Denise joined Dean Witter Reynolds to become a Financial Advisor. After many years, Denise is now a Vice President with UBS Financial Services in Providence, Rhode Island. She has also obtained the designation of Chartered Retirement Planning Counselor (CRPC®) and works with her clients to develop investment strategies and wealth management solutions tailored to their needs.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
