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$6.9 trn
UBS Group invested assets
As of 10/29/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Vice President–Wealth Management
I began my career in one of the equity market's most tumultuous periods and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney. I am FINRA-registered and hold Series 7 and 63 securities and life insurance and annuity licenses. I have a B.S. from the University of Maryland and an M.B.A. from George Mason University. I am a former Naval Officer and Vietnam veteran. My wife and I are from the Washington DC area.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
I began my career in one of the equity market's most tumultuous periods and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney. I am FINRA-registered and hold Series 7 and 63 securities and life insurance and annuity licenses. I have a B.S. from the University of Maryland and an M.B.A. from George Mason University. I am a former Naval Officer and Vietnam veteran. My wife and I are from the Washington DC area.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
