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$6 trn
UBS Group invested assets
As of 12/31/2024
Senior Vice President–Wealth Management
Financial Advisor
Don began his career in Financial Services in 1989 with IDS. He joined Merrill Lynch in 1995 and has over 27 years of investment management experience. Don is a Certified Financial Planner™ professional (CFP®); a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. At UBS, Don has earned the distinction of Portfolio Manager within the UBS Portfolio Management Program, as well as that of Retirement Plan Consultant. As a Portfolio Manager, Don offers personalized, discretionary investment management using defined investment strategies. Notably, Retirement Plan Consulting services are currently offered by only 550 UBS Financial Advisors. With in-depth training in this area, Don can work with you to evaluate your current 401k and 403b plans, and help determine if your plan can benefit from enhancements without changing providers. He'll advise on investment selection and review, assess plan expenses, recommend and establish new plan features as well as educate and prepare employees for retirement.
My passion is fueled by knowing I can make a positive difference in the lives of the families and organizations I serve—not only professionally, but also outside of UBS. If I'm not volunteering at my church or organizing a fundraiser, you'll probably find me at the rink coaching my sons' hockey teams. Occasionally, when my schedule permits, I may take in some quiet time on the lake or golf course.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Don began his career in Financial Services in 1989 with IDS. He joined Merrill Lynch in 1995 and has over 27 years of investment management experience. Don is a Certified Financial Planner™ professional (CFP®); a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. At UBS, Don has earned the distinction of Portfolio Manager within the UBS Portfolio Management Program, as well as that of Retirement Plan Consultant. As a Portfolio Manager, Don offers personalized, discretionary investment management using defined investment strategies. Notably, Retirement Plan Consulting services are currently offered by only 550 UBS Financial Advisors. With in-depth training in this area, Don can work with you to evaluate your current 401k and 403b plans, and help determine if your plan can benefit from enhancements without changing providers. He'll advise on investment selection and review, assess plan expenses, recommend and establish new plan features as well as educate and prepare employees for retirement.
My passion is fueled by knowing I can make a positive difference in the lives of the families and organizations I serve—not only professionally, but also outside of UBS. If I'm not volunteering at my church or organizing a fundraiser, you'll probably find me at the rink coaching my sons' hockey teams. Occasionally, when my schedule permits, I may take in some quiet time on the lake or golf course.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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.
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.
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.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
