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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
Don began his financial services career with Prudential more than 26 years ago. He joined UBS Financial Services Inc. in April 2008, and prior to that, he was a Private Client Advisor with Fifth Third Securities in Northern Kentucky. Don entered the financial services industry because he has a strong desire and willingness to help people pursue and realize their financial goals and objectives.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Don began his financial services career with Prudential more than 26 years ago. He joined UBS Financial Services Inc. in April 2008, and prior to that, he was a Private Client Advisor with Fifth Third Securities in Northern Kentucky. Don entered the financial services industry because he has a strong desire and willingness to help people pursue and realize their financial goals and objectives.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
