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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
My Financial Services career began 28 years ago in 1987 where I served as both a Financial Consultant and later a Branch Manager at Merrill Lynch. In 2002, I transitioned my practice to one of the world's leading wealth management firms, UBS Financial Services, Inc. From a competitive standpoint, my mission is based on three simple concepts:
My clients consist of a select group of individuals, families and business owners. My Team and I utilize a complete, highly personalized planning based program. We include a comprehensive analysis of your entire financial picture as well as your life's goals. After discovering the future you envision, we can then assist you in setting your goals, identifying any potential weaknesses, and designing a tailored plan with focuses on milestones and family.
As a father of four now grown children, I understand the value and premise of starting early when it comes to planning. We can always alter your goals as life happens but having a plan in place early can leave you assured that the unexpected can be managed. I like to spend my free time with my wife Traci. We enjoy boating, kayaking, cycling, sporting events, concerts, and traveling in and around our home of Annapolis, Maryland.
Education
Senior Vice President–Wealth Management
Financial Advisor
My Financial Services career began 28 years ago in 1987 where I served as both a Financial Consultant and later a Branch Manager at Merrill Lynch. In 2002, I transitioned my practice to one of the world's leading wealth management firms, UBS Financial Services, Inc. From a competitive standpoint, my mission is based on three simple concepts:
My clients consist of a select group of individuals, families and business owners. My Team and I utilize a complete, highly personalized planning based program. We include a comprehensive analysis of your entire financial picture as well as your life's goals. After discovering the future you envision, we can then assist you in setting your goals, identifying any potential weaknesses, and designing a tailored plan with focuses on milestones and family.
As a father of four now grown children, I understand the value and premise of starting early when it comes to planning. We can always alter your goals as life happens but having a plan in place early can leave you assured that the unexpected can be managed. I like to spend my free time with my wife Traci. We enjoy boating, kayaking, cycling, sporting events, concerts, and traveling in and around our home of Annapolis, Maryland.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
