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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
With over 30 years of experience in the wealth management industry, I lead a team of financial advisors at UBS that provides personalized and comprehensive financial solutions to a select group of clients.
Our practice is based on three simple concepts: a high level of personal attention, comprehensive financial advice and portfolio management, and execution based on an ongoing financial plan. As a Senior Vice President, financial advisor registered in multiple states, I have the skills and credentials to advise clients on a wide range of investment strategies and products, including equities, fixed income, alternatives, and retirement plans.
I also have extensive experience as a branch manager, overseeing the operations and performance of multiple financial advisors and support staff. My mission is to help clients achieve their financial goals and objectives, while building long-term and trusting relationships.
Education
Senior Vice President–Wealth Management
Financial Advisor
With over 30 years of experience in the wealth management industry, I lead a team of financial advisors at UBS that provides personalized and comprehensive financial solutions to a select group of clients.
Our practice is based on three simple concepts: a high level of personal attention, comprehensive financial advice and portfolio management, and execution based on an ongoing financial plan. As a Senior Vice President, financial advisor registered in multiple states, I have the skills and credentials to advise clients on a wide range of investment strategies and products, including equities, fixed income, alternatives, and retirement plans.
I also have extensive experience as a branch manager, overseeing the operations and performance of multiple financial advisors and support staff. My mission is to help clients achieve their financial goals and objectives, while building long-term and trusting relationships.
Education
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
