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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Managing Director–Wealth Management
Emily W. Van Hoorickx has focused on equity compensation programs and financial planning for over 30 years. She is a Certified Financial Planner (CFP), Certified Equity Professional (CEP), and one of the select few advisors with a designation of Wealth Advisor. Additionally, she is a Corporate Services Financial Advisor, Corporate Stock Benefit Consultant, and a member of the Equity Plan Advisory Services (EPAS) group. Emily maintains licenses for multiple financial instruments and securities registration in all 50 states.
Emily leads a team that is dedicated to helping individuals develop and maintain a comprehensive wealth management plan, as well as working with corporations wishing to enhance the delivery of employee benefit plans.
In addition to her financial background, Emily's education includes a degree from the University of California at Berkeley, and has studied in Turnhout, Belgium and Oxford, England. She is a founding member of both the National Association of Stock Plan Professionals (NASPP), The Global Equity Organization (GEO). She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University’s Certified Equity Professionals Institute (CEPI) twice. Emily has been married for over 30 years and has a college-aged daughter.
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
Managing Director–Wealth Management
Emily W. Van Hoorickx has focused on equity compensation programs and financial planning for over 30 years. She is a Certified Financial Planner (CFP), Certified Equity Professional (CEP), and one of the select few advisors with a designation of Wealth Advisor. Additionally, she is a Corporate Services Financial Advisor, Corporate Stock Benefit Consultant, and a member of the Equity Plan Advisory Services (EPAS) group. Emily maintains licenses for multiple financial instruments and securities registration in all 50 states.
Emily leads a team that is dedicated to helping individuals develop and maintain a comprehensive wealth management plan, as well as working with corporations wishing to enhance the delivery of employee benefit plans.
In addition to her financial background, Emily's education includes a degree from the University of California at Berkeley, and has studied in Turnhout, Belgium and Oxford, England. She is a founding member of both the National Association of Stock Plan Professionals (NASPP), The Global Equity Organization (GEO). She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University’s Certified Equity Professionals Institute (CEPI) twice. Emily has been married for over 30 years and has a college-aged daughter.
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
