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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
Derek believes in demystifying the complexity of the financial world to help clients pursue their goals with confidence, regardless of current market conditions. His more than 20 years of experience makes him well suited to create personalized financial plans tailored to his clients’
specific needs.
By minimizing the stress of investing and educating his clients, Derek helps prepare them for the inevitable market swings. His comprehensive service, including regular portfolio reviews, extend beyond investment management to encompass estate planning, insurance analysis, lending and other needs of high net worth individuals. In addition, Derek coordinates with clients’ tax and legal advisors, helping create a unified experience.
He prides himself on seeing through market noise, understanding what is important to each client and his ability to explain and educate. His credo: Investing shouldn’t be an additional stress in your life.
Education
Vice President–Wealth Management
Financial Advisor
Derek believes in demystifying the complexity of the financial world to help clients pursue their goals with confidence, regardless of current market conditions. His more than 20 years of experience makes him well suited to create personalized financial plans tailored to his clients’
specific needs.
By minimizing the stress of investing and educating his clients, Derek helps prepare them for the inevitable market swings. His comprehensive service, including regular portfolio reviews, extend beyond investment management to encompass estate planning, insurance analysis, lending and other needs of high net worth individuals. In addition, Derek coordinates with clients’ tax and legal advisors, helping create a unified experience.
He prides himself on seeing through market noise, understanding what is important to each client and his ability to explain and educate. His credo: Investing shouldn’t be an additional stress in your life.
Education
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
