Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Market Director
Private Wealth Advisor
One of my greatest satisfactions comes from educating people and helping them to achieve their investment goals, as well as life goals. The creation of a customized, comprehensive wealth management plan, coupled with excellent service, is of utmost importance. My financial career began in 1988 and I joined UBS Financial Services Inc. in 2004 at the Director level, with business titles including Branch Manager and Financial Advisor. My professional credentials include the Series 3, 7, 8, 63 and 65, along with life insurance and variable annuity licenses. For many years I have been providing individuals, families, business owners and executives with total portfolio management, including asset allocation, retirement income planning, estate planning and insurance planning. At St. Joseph's College, Brooklyn, NY, I earned a Bachelor of Arts degree in Education. While attending the Southampton Campus of Long Island University, I completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003. My husband and I reside in Hampton Bays with our two children. I have served on the board as president of the East End Women's Network and in 2019 was the recipient of the EEWN Woman of the Year Award. During my free time I enjoy playing tennis, golfing, kayaking, and spending time with my family.
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.
Education
Credentials
Market Director
Private Wealth Advisor
One of my greatest satisfactions comes from educating people and helping them to achieve their investment goals, as well as life goals. The creation of a customized, comprehensive wealth management plan, coupled with excellent service, is of utmost importance. My financial career began in 1988 and I joined UBS Financial Services Inc. in 2004 at the Director level, with business titles including Branch Manager and Financial Advisor. My professional credentials include the Series 3, 7, 8, 63 and 65, along with life insurance and variable annuity licenses. For many years I have been providing individuals, families, business owners and executives with total portfolio management, including asset allocation, retirement income planning, estate planning and insurance planning. At St. Joseph's College, Brooklyn, NY, I earned a Bachelor of Arts degree in Education. While attending the Southampton Campus of Long Island University, I completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003. My husband and I reside in Hampton Bays with our two children. I have served on the board as president of the East End Women's Network and in 2019 was the recipient of the EEWN Woman of the Year Award. During my free time I enjoy playing tennis, golfing, kayaking, and spending time with my family.
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.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
