Insight-based advice

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.

Mountaintop observatory

Gerard Freeh

First Vice President–Wealth Management

With over 27 years of investment experience, I offer my clients a broad array of wealth management services. My areas of focus include asset allocation, estate planning and managed money. Prior to joining UBS, I was associated with Wachovia Securities, U.S. Bancorp Piper Jaffray and Dean Witter Reynolds. Currently a Financial Advisor at the UBS branch office in Tucson, Arizona, I attended Ohio State University and the University of Arizona and was awarded a B.A. degree in accounting and finance.

In my free time I enjoy RV camping and boating. My wife Julie and I have raised five children.

 

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • IL
  • MA
  • MT
  • NC
  • NH
  • NJ
  • NM
  • OH
  • PA
  • TX
  • UT
  • VA
  • VT

Education

  • Ohio State University
  • B.A. in Accounting and Finance, University of Arizona
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718
  • (520) 748-3671

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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