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$7 trn
UBS Group invested assets
As of 12/31/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Elizabeth began her career at Morgan Stanley in 2004 by building relationships with high net worth business owners and serving their unique financial needs. In 2007 she joined UBS Financial Services. She is dedicated to offering only the best to her clients and is continually striving to exceed their expectations She has cultivated an area of focus in investment management utilizing money managers.
Elizabeth lives in South Kingstown, RI. She is a graduate of the The University of Rhode Island where she earned her BA. in Psychology and Business. In today's volatile market she believes that both backgrounds have helped both her and her clients to stay invested comfortably. She was a member of the University Crew team and a former exchange student to New Zealand. She enjoys learning more about her clients and customizing financial plans that can act as a guide for their financial future.
Education
Senior Vice President–Wealth Management
Financial Advisor
Elizabeth began her career at Morgan Stanley in 2004 by building relationships with high net worth business owners and serving their unique financial needs. In 2007 she joined UBS Financial Services. She is dedicated to offering only the best to her clients and is continually striving to exceed their expectations She has cultivated an area of focus in investment management utilizing money managers.
Elizabeth lives in South Kingstown, RI. She is a graduate of the The University of Rhode Island where she earned her BA. in Psychology and Business. In today's volatile market she believes that both backgrounds have helped both her and her clients to stay invested comfortably. She was a member of the University Crew team and a former exchange student to New Zealand. She enjoys learning more about her clients and customizing financial plans that can act as a guide for their financial future.
Education
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
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