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$7 trn
UBS Group invested assets
As of 12/31/2025
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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