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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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
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