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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Joe joined UBS in 2009 as Vice President of Investments and Director of the Plymouth, MI office where he oversees 23 advisors and over $2 billion in assets. From 2002 through 2009, Joe was a manager and Financial Advisor with Smith Barney in Ann Arbor, MI. Joe joined Smith Barney following nine successful years at Merrill Lynch. Joe specializes in comprehensive and advanced financial planning as well as global portfolio management including the "Market Edge" investment suite of strategic and tactical portfolios. He received a Bachelor of Arts in Economics from the University of Michigan - Ann Arbor in 1991. Joe lives in Northville with his wife of 20 years, Janine, and his two children, Joey and Paige.
*Financial planning services are provided in our capacity as registered investment advisors.
Education
Senior Vice President–Wealth Management
Joe joined UBS in 2009 as Vice President of Investments and Director of the Plymouth, MI office where he oversees 23 advisors and over $2 billion in assets. From 2002 through 2009, Joe was a manager and Financial Advisor with Smith Barney in Ann Arbor, MI. Joe joined Smith Barney following nine successful years at Merrill Lynch. Joe specializes in comprehensive and advanced financial planning as well as global portfolio management including the "Market Edge" investment suite of strategic and tactical portfolios. He received a Bachelor of Arts in Economics from the University of Michigan - Ann Arbor in 1991. Joe lives in Northville with his wife of 20 years, Janine, and his two children, Joey and Paige.
*Financial planning services are provided in our capacity as registered investment advisors.
Education
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
