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$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
