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$2.8 trillion
In invested assets globally
As of 06/30/2022
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
Financial Advisor
Greg serves as a Financial Advisor at UBS. In this role, he functions as relationship manager, financial planner and private banker . Greg delivers value-added advice around investment management, brokerage, risk mitigation, banking services and wealth planning for his clients. He strives to be his client's trusted financial advisor. Greg has served in the Wealth Management Industry for the past twenty-two years. He also is accredited with his CFP®, his Masters Degree from Case Western Reserve and his undergraduate degree from Ohio University.
Credentials
First Vice President–Wealth Management
Financial Advisor
Greg serves as a Financial Advisor at UBS. In this role, he functions as relationship manager, financial planner and private banker . Greg delivers value-added advice around investment management, brokerage, risk mitigation, banking services and wealth planning for his clients. He strives to be his client's trusted financial advisor. Greg has served in the Wealth Management Industry for the past twenty-two years. He also is accredited with his CFP®, his Masters Degree from Case Western Reserve and his undergraduate degree from Ohio University.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
