Makes all the difference

Philip Toohey, CIMA, CPWA

Senior Vice President–Wealth Management

Financial Advisor

•Graduated from Villanova University - BS in Accounting & University of Baltimore - MBA in Finance

•Joined UBS in 1985

•Member of the Defined Contribution (DC) Advisory Program of UBS Financial Services Inc.

•Certified Investment Management Analyst (CIMA®) designation from the Investment Management Analyst's Association at The Wharton School of the University of Pennsylvania.

•Certified Private Wealth Advisor (CPWA®) awarded by IMCA in conjunction with the Booth School of Business of The University of Chicago

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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


  • Villanova University, BS in Accounting
  • University of Baltimore, MBA in Finance
500 East Pratt Street
11th Floor
Baltimore, MD 21202

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