Insight-based advice

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.

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Dina Hall

First Vice President–Wealth Management

As a Portfolio Manager Program Financial Advisor I consider my relationship with clients to be my most important asset. I started in this industry 30 + years ago at PaineWebber which became UBS Financial and am committed to providing personalized investment strategies designed to help you manage your wealth, taking into account your asset and liability needs. I will keep you informed on a periodic basis and can monitor and update strategies as appropriate to respond to ever-changing markets and your evolving needs.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • GA
  • HI
  • ID
  • IL
  • MA
  • MI
  • MT
  • NC
  • NH
  • NV
  • NY
  • OH
  • OR
  • TX
  • UT
  • WA
400 South El Camino Real
Suite 900
San Mateo, CA 94402
  • (650) 696-1326

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

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.

Backed by the strength of UBS

A global leader in wealth management

$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

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