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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
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.
Education
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
