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$6.9 trn
UBS Group invested assets
As of 10/29/2025
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Financial Advisor
Fred is an investment executive with over 33 years of experience in the Financial Services Industry. He works closely with Corporations, Institutions and Technical Associations to formulate appropriate strategies to meet their goals and needs through a strict process of manager selection, resource allocation, and annual spending analysis.
He is a 1972 graduate of Wake Forest University and holds a degree in Mathematics. He began his consulting career with EF Hutton and Company in the Consulting Services Division and moved to Paine Webber in 1988 after the acquisition of Hutton by Shearson, and ultimately the acquisition of Paine Webber by UBS Financial Services, Inc.
He specializes in consulting for associations and corporations, with existing clients ranging from $2 million to $100 million.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Fred is an investment executive with over 33 years of experience in the Financial Services Industry. He works closely with Corporations, Institutions and Technical Associations to formulate appropriate strategies to meet their goals and needs through a strict process of manager selection, resource allocation, and annual spending analysis.
He is a 1972 graduate of Wake Forest University and holds a degree in Mathematics. He began his consulting career with EF Hutton and Company in the Consulting Services Division and moved to Paine Webber in 1988 after the acquisition of Hutton by Shearson, and ultimately the acquisition of Paine Webber by UBS Financial Services, Inc.
He specializes in consulting for associations and corporations, with existing clients ranging from $2 million to $100 million.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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