Senior Vice President–Wealth Management
Financial Advisor
I've structured capital strategies for entrepreneurs, key executives and affluent families for more than 15 years. After joining Merrill Lynch in 1999 and defining a Personal CFO approach to wealth management, I transitioned Ladner Franz Group to UBS in 2012 to enhance this offering. As Vice President-Wealth Management and Portfolio Manager, I direct wealth planning services, private banking strategies and tactical, rules-driven and risk-managed portfolio disciplines for my Group's wealth management clients.
I hold a Certified Investment Management Analyst designation (CIMA®) offered by Wharton, University of Pennsylvania, with the Investment Management Consultants Association, and a Chartered Retirement Planning Counselor designation (CRPC®) offered by the College for Financial Planning. I earned my Bachelor of Science from W.P. Carey School of Business at Arizona State University after relocating to Phoenix from Chicago in 1994.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I've structured capital strategies for entrepreneurs, key executives and affluent families for more than 15 years. After joining Merrill Lynch in 1999 and defining a Personal CFO approach to wealth management, I transitioned Ladner Franz Group to UBS in 2012 to enhance this offering. As Vice President-Wealth Management and Portfolio Manager, I direct wealth planning services, private banking strategies and tactical, rules-driven and risk-managed portfolio disciplines for my Group's wealth management clients.
I hold a Certified Investment Management Analyst designation (CIMA®) offered by Wharton, University of Pennsylvania, with the Investment Management Consultants Association, and a Chartered Retirement Planning Counselor designation (CRPC®) offered by the College for Financial Planning. I earned my Bachelor of Science from W.P. Carey School of Business at Arizona State University after relocating to Phoenix from Chicago in 1994.
Education
Credentials
Client Associate
Client Associate
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.
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.
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