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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Account Vice President
Your life, it's not just about wealth. It's about what your wealth can accomplish: realizing your
values, supporting the things that you care about and, ultimately, living a life you're proud to have led.
We call our approach the UBS Wealth Way. It starts with questions and a conversation. Your
answers inform how we organize your financial life into three key strategies: Liquidity – to help
provide cash flow for short-term expenses; Longevity – for longer term needs; Legacy – for needs that go beyond your own.
I work with individuals and families – building deep lasting relationships that span generations – providing advice and guidance that tailor and shape our approach into a customized structure I call Wealth Being. Adding this structure to your financial life can help you stay focused on your long-term goals – no matter what the markets are doing.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, for living well at each stage in life ensuring
resources are there.
– Wealth transfer strategies, including philanthropic planning and
business succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
– Senior Financial Advisor, Merrill Lynch 2000 - 2016
– Financial Planner, Prudential Financial Planning, 1999 - 2000
My professional achievements and education
- Certified Financial Planner, 2005
- Certified Divorce Planner, in progress
- B.S., University of California at Berkeley
Outside the office
– I live in Walnut Creek with my two boys and husband. We enjoy
spending time together with friends and family.
Education
Credentials
Account Vice President
Your life, it's not just about wealth. It's about what your wealth can accomplish: realizing your
values, supporting the things that you care about and, ultimately, living a life you're proud to have led.
We call our approach the UBS Wealth Way. It starts with questions and a conversation. Your
answers inform how we organize your financial life into three key strategies: Liquidity – to help
provide cash flow for short-term expenses; Longevity – for longer term needs; Legacy – for needs that go beyond your own.
I work with individuals and families – building deep lasting relationships that span generations – providing advice and guidance that tailor and shape our approach into a customized structure I call Wealth Being. Adding this structure to your financial life can help you stay focused on your long-term goals – no matter what the markets are doing.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, for living well at each stage in life ensuring
resources are there.
– Wealth transfer strategies, including philanthropic planning and
business succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
– Senior Financial Advisor, Merrill Lynch 2000 - 2016
– Financial Planner, Prudential Financial Planning, 1999 - 2000
My professional achievements and education
- Certified Financial Planner, 2005
- Certified Divorce Planner, in progress
- B.S., University of California at Berkeley
Outside the office
– I live in Walnut Creek with my two boys and husband. We enjoy
spending time together with friends and family.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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