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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
I have worked in the financial services industry since 1981. In 1983 I joined Dean Witter Reynolds Inc. as a Regional Consultant, specializing in the area of Alternative Investments. My clients were Financial Advisors. Then in 1991 my priorities changed and I chose to work with individual clients to provide them the best investment solutions for their portfolios. In 2005, after 22 years with Morgan Stanley Dean Witter, I moved to UBS Financial Services, Inc. and I continue to focus on servicing and assisting clients achieve their financial objectives. I hold a degree in Business with an emphasis in Finance, I also hold the following security licenses: Securities: 3, 7, 22, 63 and 65, Insurance: Life, Health and Annuity.
Lets connect
Senior Vice President–Wealth Management
I have worked in the financial services industry since 1981. In 1983 I joined Dean Witter Reynolds Inc. as a Regional Consultant, specializing in the area of Alternative Investments. My clients were Financial Advisors. Then in 1991 my priorities changed and I chose to work with individual clients to provide them the best investment solutions for their portfolios. In 2005, after 22 years with Morgan Stanley Dean Witter, I moved to UBS Financial Services, Inc. and I continue to focus on servicing and assisting clients achieve their financial objectives. I hold a degree in Business with an emphasis in Finance, I also hold the following security licenses: Securities: 3, 7, 22, 63 and 65, Insurance: Life, Health and Annuity.
Lets connect
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
