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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Managing Director–Wealth Management
I have helped clients manage their wealth for over 18 years. I joined UBS in 2009 after 12 years at Morgan Stanley.
With my clients, I emphasize Total Wealth Management by managing all financial needs and goals for each client using a specific and detailed plan based on their individual situation. My practice works with individuals, corporations, institutions, and foundations as well as a concentration in managing estates.
I graduated from the University of Georgia and Terry College of Business and am registered with FINRA, AMEX, CBOE, The National Futures Association, NASDAQ, NYSE, Philadelphia Exchange, and ARCA. I hold the Series 7, 31, 63, 65, and 66 securities licenses as well as licenses for life and health insurance.
I currently reside in Atlanta with my 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.
Education
Credentials
Managing Director–Wealth Management
I have helped clients manage their wealth for over 18 years. I joined UBS in 2009 after 12 years at Morgan Stanley.
With my clients, I emphasize Total Wealth Management by managing all financial needs and goals for each client using a specific and detailed plan based on their individual situation. My practice works with individuals, corporations, institutions, and foundations as well as a concentration in managing estates.
I graduated from the University of Georgia and Terry College of Business and am registered with FINRA, AMEX, CBOE, The National Futures Association, NASDAQ, NYSE, Philadelphia Exchange, and ARCA. I hold the Series 7, 31, 63, 65, and 66 securities licenses as well as licenses for life and health insurance.
I currently reside in Atlanta with my 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.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
