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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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