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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.
Senior Vice President–Wealth Management
It’s easier to make the right decisions when you’re guided by advice you can trust—advice that’s focused on what matters most to you.
That’s why my first priority is to talk with you about your personal and professional financial goals. And I’ll maintain that open dialogue so that the course of action we decide on is relevant and reflects your life and circumstances today, but also looks strategically toward the future.
I will partner with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from within UBS and our external partners, I will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
It’s easier to make the right decisions when you’re guided by advice you can trust—advice that’s focused on what matters most to you.
That’s why my first priority is to talk with you about your personal and professional financial goals. And I’ll maintain that open dialogue so that the course of action we decide on is relevant and reflects your life and circumstances today, but also looks strategically toward the future.
I will partner with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from within UBS and our external partners, I will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.
Personal & Community
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
