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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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