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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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
