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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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