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$3.1 trillion
In invested assets globally
As of 03/31/2021
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.
Vice President–Wealth Management
Responsibilities
I have been in the financial services industry since 2005, primarily focused on custom financial and retirement planning, advanced wealth preservation and gifting strategies, as well as insurance and long-term care planning. I'm responsible for helping individuals, families, and business owners develop, execute and evaluate the success of their customized plan compared to their goals. Ultimately, my goal is for my clients to feel comfortable knowing their goals are achievable because they're making better financial decisions.
Credentials and Education
I'm a Portfolio Manager within the UBS Portfolio Management Program. I hold FINRA Series 7 and 66 securities registrations as well as licenses for life, variable insurance and health insurance. I graduated magna cum laude from the University of North Florida in 2002.
Service
I'm very active in my local community with the Meninak Club of Jacksonville, Uptown Civitan and Rethreaded Inc. I'm the past President for the Meninak Club of Jacksonville, has previously served on their board for 3 years and served as Charity Project Chair for 2 years. I volunteer at Clara White Mission feeding the homeless through Uptown Civitan Club and I served on the advisory council for Rethreaded Inc. which is dedicated to breaking the cycle of human trafficking.
Education
Lets connect
Vice President–Wealth Management
Responsibilities
I have been in the financial services industry since 2005, primarily focused on custom financial and retirement planning, advanced wealth preservation and gifting strategies, as well as insurance and long-term care planning. I'm responsible for helping individuals, families, and business owners develop, execute and evaluate the success of their customized plan compared to their goals. Ultimately, my goal is for my clients to feel comfortable knowing their goals are achievable because they're making better financial decisions.
Credentials and Education
I'm a Portfolio Manager within the UBS Portfolio Management Program. I hold FINRA Series 7 and 66 securities registrations as well as licenses for life, variable insurance and health insurance. I graduated magna cum laude from the University of North Florida in 2002.
Service
I'm very active in my local community with the Meninak Club of Jacksonville, Uptown Civitan and Rethreaded Inc. I'm the past President for the Meninak Club of Jacksonville, has previously served on their board for 3 years and served as Charity Project Chair for 2 years. I volunteer at Clara White Mission feeding the homeless through Uptown Civitan Club and I served on the advisory council for Rethreaded Inc. which is dedicated to breaking the cycle of human trafficking.
Education
Lets connect
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
