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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
Since 1982, I have helped clients manage their wealth through three recessions and numerous market corrections. Prior to becoming a Financial Advisor, I owned and operated a small business providing me insight into the needs and challenges of my business owner clients. In addition to business owners, my clients include business executives and other professionals, both active and retired.
I graduated from Franklin and Marshall College, where I was elected to membership in Phi Beta Kappa. I hold both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations.
In my community I volunteer with the White Plains Youth Bureau to help children develop the necessary skills to succeed in life.
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
Senior Vice President–Wealth Management
Financial Advisor
Since 1982, I have helped clients manage their wealth through three recessions and numerous market corrections. Prior to becoming a Financial Advisor, I owned and operated a small business providing me insight into the needs and challenges of my business owner clients. In addition to business owners, my clients include business executives and other professionals, both active and retired.
I graduated from Franklin and Marshall College, where I was elected to membership in Phi Beta Kappa. I hold both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations.
In my community I volunteer with the White Plains Youth Bureau to help children develop the necessary skills to succeed in life.
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
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
