$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
By managing all aspects of their financial life , we help provide for all of our clients the confidence to pursue the life they envision.
Senior Vice President–Wealth Management
Financial Advisor
Prior to entering the financial services industry in 1997, Holidae worked as an attorney specializing in banking and securities. She became fascinated by the markets and the crucial role that finances play in everyone’s lives. Now, as a Financial Advisor, Holidae blends her compassion for people with a strong legal and financial background. Having worked as an attorney for the Federal Reserve and the Senate Banking Committee, she has a deep appreciation and knowledge of the importance of laws and regulations, as well as the strong ethics required of someone who serves as a fiduciary.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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