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$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
My partner Sharon Wenzel and I have been working with high net worth individuals for over 30 years. In addition to all required securities licenses I hold commodities and insurance licenses. Sharon is also fully licensed and passed the uniform CPA examination in 1992. She received her MBA from Cleveland State in 1998.
Senior Vice President–Wealth Management
Financial Advisor
My partner Sharon Wenzel and I have been working with high net worth individuals for over 30 years. In addition to all required securities licenses I hold commodities and insurance licenses. Sharon is also fully licensed and passed the uniform CPA examination in 1992. She received her MBA from Cleveland State in 1998.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
