Senior Client Associate
With more than 25 years of experience in the financial industry, Wendy is an invaluable member of our team. Her ability to anticipate our clients' needs and manage the daily operations of our business is paramount to providing exceptional service to everyone we help.
Senior Client Associate
With more than 25 years of experience in the financial industry, Wendy is an invaluable member of our team. Her ability to anticipate our clients' needs and manage the daily operations of our business is paramount to providing exceptional service to everyone we help.
Wealth Strategy Associate
Credentials
Wealth Strategy Associate
Credentials
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.
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