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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.
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
