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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Financial Advisor
Series 7, General Securities Representative Examination; Series 31, Managed Futures Examination; Series 63, Uniform Securities Agent State Law Examination; Series 66, Uniform Combined State Law Examination; Insurance licenses in AZ, CA, CO, DC, FL, GA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, PA, RI, TN, TX, VA, VT, WA.
CA License #4048972
Vice President–Wealth Management
Financial Advisor
Series 7, General Securities Representative Examination; Series 31, Managed Futures Examination; Series 63, Uniform Securities Agent State Law Examination; Series 66, Uniform Combined State Law Examination; Insurance licenses in AZ, CA, CO, DC, FL, GA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, PA, RI, TN, TX, VA, VT, WA.
CA License #4048972
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
