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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
I began my career in one of the equity market’s most tumultuous months on record—and over the past 32 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 1993 after 9 years at Prudential Securities.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning and tax free income; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
I received my bachelor’s degree in education from the State University of New York. My hobbies include playing golf, and tennis, as well as being active in the local community. I am married with two sons age 26 and 23.
Education
Senior Vice President–Wealth Management
Financial Advisor
I began my career in one of the equity market’s most tumultuous months on record—and over the past 32 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 1993 after 9 years at Prudential Securities.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning and tax free income; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
I received my bachelor’s degree in education from the State University of New York. My hobbies include playing golf, and tennis, as well as being active in the local community. I am married with two sons age 26 and 23.
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
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