The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
Client Associate
Virtually everyone who calls our office is familiar with Leo, who's been with our team since 2020. He assists clients and the advisor team in a variety of administrative, operational, and support functions. Leo joins our team with more than 10 years of experience in the Financial Services industry. He has spent time as a personal banker at Wells Fargo, Loan Officer at Bank of America, and a registered client associate at Merrill Lynch. Always focused on self improvement, Leo is currently studying to obtain a Certified Investment Management Analyst.
When not working, Leo enjoys spending time with his wife and four children.
Client Associate
Virtually everyone who calls our office is familiar with Leo, who's been with our team since 2020. He assists clients and the advisor team in a variety of administrative, operational, and support functions. Leo joins our team with more than 10 years of experience in the Financial Services industry. He has spent time as a personal banker at Wells Fargo, Loan Officer at Bank of America, and a registered client associate at Merrill Lynch. Always focused on self improvement, Leo is currently studying to obtain a Certified Investment Management Analyst.
When not working, Leo enjoys spending time with his wife and four children.
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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