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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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
