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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
For more than 22 years, I have assisted clients with their investments and financial planning at UBS. Prior to joining UBS in 1991, I managed my own business. I believe that personalized service is essential when selecting the appropriate financial plan. Each plan must help them build wealth over the long term while reflecting their personal and business circumstances. I work closely with UBS Consulting Group and with fellow advisors Maria Teresa and Jorge L. Torruella to provide our clients with seamless service delivery.
We focus on assisting clients with developing and implementing customized comprehensive diversified investment strategies, income management, financial planning, retirement income planning, credit lines and estate planning, in order to create multi-generation wealth preservation. I am FINRA-registered and hold Series 7, 8, 63 and 65 securities licenses as well as licenses for life, accident and variable annuities. I have completed the UBS Wealth Advisor training program which has helped me to deepen my wealth management skills.
I hold a Bachelor’s degree in Agriculture Economics and a minor in Finance and management from the University of Georgia. I support diverse charities that are related to children. In my spare time, I enjoy with my family playing golf, boating and sailboat racing.
Education
First Vice President–Wealth Management
For more than 22 years, I have assisted clients with their investments and financial planning at UBS. Prior to joining UBS in 1991, I managed my own business. I believe that personalized service is essential when selecting the appropriate financial plan. Each plan must help them build wealth over the long term while reflecting their personal and business circumstances. I work closely with UBS Consulting Group and with fellow advisors Maria Teresa and Jorge L. Torruella to provide our clients with seamless service delivery.
We focus on assisting clients with developing and implementing customized comprehensive diversified investment strategies, income management, financial planning, retirement income planning, credit lines and estate planning, in order to create multi-generation wealth preservation. I am FINRA-registered and hold Series 7, 8, 63 and 65 securities licenses as well as licenses for life, accident and variable annuities. I have completed the UBS Wealth Advisor training program which has helped me to deepen my wealth management skills.
I hold a Bachelor’s degree in Agriculture Economics and a minor in Finance and management from the University of Georgia. I support diverse charities that are related to children. In my spare time, I enjoy with my family playing golf, boating and sailboat racing.
Education
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
