First Vice President–Wealth Management
Financial Advisor
With 30 years of experience in financial consulting, I approach each and every client as a unique individual. There is nothing "cookie cutter" about what I do. I carefully consider all of my client's life goals and develop unique solutions to achieve their long term goals and objectives.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
With 30 years of experience in financial consulting, I approach each and every client as a unique individual. There is nothing "cookie cutter" about what I do. I carefully consider all of my client's life goals and develop unique solutions to achieve their long term goals and objectives.
Education
Credentials
Senior Registered Client Associate
Celine has been working in the industry for 30 years. She is Senior Client Service Associate, and holds her Series 7, 63, 66 licenses. She is responsible for providing world-class service for our clients' inquiries and service related needs. Celine is in charge of managing all aspects of account administration, including operational support. Her area of focus has been service to the clients and her attention to detail is an attribute that is appreciated by our clients. In her spare time, Celine enjoys discovering new restaurants in the Austin Metro area, working out, the outdoors and spending time with family.
Senior Registered Client Associate
Celine has been working in the industry for 30 years. She is Senior Client Service Associate, and holds her Series 7, 63, 66 licenses. She is responsible for providing world-class service for our clients' inquiries and service related needs. Celine is in charge of managing all aspects of account administration, including operational support. Her area of focus has been service to the clients and her attention to detail is an attribute that is appreciated by our clients. In her spare time, Celine enjoys discovering new restaurants in the Austin Metro area, working out, the outdoors and spending time with family.
Senior Registered Client Associate
Senior Registered Client Associate
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.
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.
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