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$5+ trillion
In invested assets globally
As of 11/07/2023
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
As a Senior Portfolio Manager with over 30 years of financial services experience, I provide fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis. My focus is primarily on the implementation of investment strategies to help my clients grow and preserve their assets to achieve their goals and meet their retirement income needs.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
As a Senior Portfolio Manager with over 30 years of financial services experience, I provide fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis. My focus is primarily on the implementation of investment strategies to help my clients grow and preserve their assets to achieve their goals and meet their retirement income needs.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
