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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
After graduating from the US Military Academy at West Point in 1982 and serving for 10 years as an active Army and reserve officer, I joined Merrill Lynch as a financial advisor. I was credentialed as a Certified Financial Planner and managed assets of over $100 million for a variety of high net-worth individuals, small to medium-seized businesses and foundations. I accepted a position with UBS in May 2016, where I now continue to manage clients' relationships by providing sophisticated financial solutions to simplify and improve lives. I am a married father of 4 children and am active in my community - having served as a soccer coach, Scout leader, church deacon, instrumentalist and West Point admissions representative.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
After graduating from the US Military Academy at West Point in 1982 and serving for 10 years as an active Army and reserve officer, I joined Merrill Lynch as a financial advisor. I was credentialed as a Certified Financial Planner and managed assets of over $100 million for a variety of high net-worth individuals, small to medium-seized businesses and foundations. I accepted a position with UBS in May 2016, where I now continue to manage clients' relationships by providing sophisticated financial solutions to simplify and improve lives. I am a married father of 4 children and am active in my community - having served as a soccer coach, Scout leader, church deacon, instrumentalist and West Point admissions representative.
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
