$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Director
Financial Advisor
Irene enjoys working with people and is intrigued by the various routes life has taken them. She takes great pride in helping people achieve their version of what they define as financial success. A true organizer, Irene always wants to have a plan in place. That is why financial planning is a cornerstone of her practice. By listening to a client's wants, needs and wishes together we can determine a plan to achieve those goals. Irene has spent a majority of her career at UBS Financial Services, formerly PaineWebber in the Washington, DC metro area as part of the firm's Wealth Management
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager