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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.

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Glenn Mosier

Senior Vice President–Wealth Management

A Senior Vice President - Investments, Glenn began his career with UBS PaineWebber Inc. in 1983. Throughout his financial career, Glenn has developed and designed significant investment strategies for corporate executives around the world. His focus is on stock option strategies and long-term wealth accumulation planning. Glenn has an M.B.A. in Finance from Ohio University and a B.A. in Economics from Denison University.

California Insurance License #0A11430

 

Registered States:
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1200 Prospect Street
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La Jolla, CA 92037

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

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UBS is a leading and truly global wealth manager

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