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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
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
