$5+ trillion
In invested assets globally
As of 11/07/2023
The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.
First Vice President–Wealth Management
Financial Advisor
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change so you can embrace your financial future with confidence no matter what the environment.
Education
Credentials
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Though many business owners have an idea about what their future may hold, few have developed a plan. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.
We can provide you with a plan of action for how best to sell it, helping you think through important questions such as:
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
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.