$3.9 trillion
In invested assets globally
As of 12/31/2022
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
Dennis began his career in financial services in 1984 and has been a Vice President-Investment with UBS Financial Services Inc., since 2008. He enjoys the long-term relationships he has with his clients, helping them achive their financial goals. In addition to his career, Dennis has been actively involved in his community. He has served as the President of the Santa Barbara Community College Alumni Association, President of the Rotary of Santa Barbara North, and a Director of the Santa Barbara Yacht Club. His hobbies include golf, boating and travel with his wife and two Sons.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager