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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
