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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Financial Advisor
Portfolio Manager
As your Financial Advisor Team, our focus is on understanding your unique circumstances and preparing recommendations to serve as your one source of solutions for cash and investment management. As a wealth management professional in the financial services industry since 1986, I have developed an extensive knowledge of financial markets, economic conditions and investment strategies. I currently hold Series 3, 7, 8, 63 and 65 licenses and the Certified Investment Management Analyst (CIMA®) designation, as well as licenses to provide for your insurance needs.
Education
Credentials
Financial Advisor
Portfolio Manager
As your Financial Advisor Team, our focus is on understanding your unique circumstances and preparing recommendations to serve as your one source of solutions for cash and investment management. As a wealth management professional in the financial services industry since 1986, I have developed an extensive knowledge of financial markets, economic conditions and investment strategies. I currently hold Series 3, 7, 8, 63 and 65 licenses and the Certified Investment Management Analyst (CIMA®) designation, as well as licenses to provide for your insurance needs.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
