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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
