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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
