More than 160 years
offering financial advice
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Managing Director
Head of Advanced Planning
Executive Director
Senior Wealth Planning Strategist
Managing Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Managing Director
Head of Advanced Planning
Executive Director
Senior Wealth Planning Strategist
Managing Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
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.
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
More than 160 years
offering financial advice
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
