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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
