2 Billion
Assets under management
Our culture is our family, and our family is our culture. Our team, founded by Sean Dillon in 1986, embodies a remarkable 163 years of collective financial service expertise at UBS. We pride ourselves on an unparalleled blend of extensive experience, unwavering consistency and deep-rooted family values.
We have grown up together, shared life’s milestones, and built a bond stronger than mere professional ties. This familial atmosphere translates into a unique client experience where you are not just a client – but a valued member of our extended family. We hold ourselves accountable to each other and by extension, you. This commitment is a cornerstone of our service, ensuring that we always strive to exceed your expectations.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Investment Associate
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
Team Administrator
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Investment Associate
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
Team Administrator
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
2 Billion
Assets under management
36
Years in business as a team
9 person
seasoned team
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
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
