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$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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
