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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
