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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.
Vice President–Wealth Management
Since 1988, I have supported affluent families with knowledgeable guidance and straightforward strategies. I recognize that wealth management can feel daunting even in the calmest market environments, so I strive to lift the burden and free clients to focus on enjoying their busy lives. From retirement and estate planning services to trust creation and cash flow management, my goal is to help clients look beyond simple investment management to align every aspect of their wealth.
Education
Credentials
Vice President–Wealth Management
Since 1988, I have supported affluent families with knowledgeable guidance and straightforward strategies. I recognize that wealth management can feel daunting even in the calmest market environments, so I strive to lift the burden and free clients to focus on enjoying their busy lives. From retirement and estate planning services to trust creation and cash flow management, my goal is to help clients look beyond simple investment management to align every aspect of their wealth.
Education
Credentials
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
