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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.
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.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
