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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.
First Vice President–Wealth Management
Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.
Education
Credentials
First Vice President–Wealth Management
Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.
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
Global leader
UBS is a leading and truly global wealth manager
