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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
George brings near 40 years of financial services experience to UBS, committed to providing the highest level of service to his clients nationwide.
George focuses on institutional investing. He works with institutions throughout the United States concentrating on credit unions, banks and government entities. He also provides Wealth Management solutions to C-Suiteexecutives. His services include: Financial planning, retirement planning, small business and liability planning, and family wealth planning.
George is a graduate of the University of Miami, where he earned a B.B.A. in Finance. Outside of work, he enjoys playing golf, tennis, attending church and spending time with his wife, Gabi, and his children Ashley, Justin, and Jesse.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
George brings near 40 years of financial services experience to UBS, committed to providing the highest level of service to his clients nationwide.
George focuses on institutional investing. He works with institutions throughout the United States concentrating on credit unions, banks and government entities. He also provides Wealth Management solutions to C-Suiteexecutives. His services include: Financial planning, retirement planning, small business and liability planning, and family wealth planning.
George is a graduate of the University of Miami, where he earned a B.B.A. in Finance. Outside of work, he enjoys playing golf, tennis, attending church and spending time with his wife, Gabi, and his children Ashley, Justin, and Jesse.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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
