Wealth Strategy Associate
Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.
CA Agent #4074652
Wealth Strategy Associate
Madeline started with UBS as an intern during her senior year of college, in 2016. Upon graduation she went on to work in banking, but returned in 2019 to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business and a minor in finance from the University of Wyoming. She holds her Series 7 and 66 licenses, as well as life and health insurance licenses. Madeline currently enjoys living in the heart of downtown Sacramento and spends her free time staying active and attending local events.
CA Agent #4074652
Senior Wealth Strategy Associate
Chandra began her career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), she brings valuable planning insight to each client relationship, and is passionate about helping clients fulfill their financial goals.
Chandra is FINRA registered and hold Series 7, 66, and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University Sacramento. Chandra enjoys spending time with her husband and their children, as well as scrapbooking and backpacking.
CA Agent #0H91448
Senior Wealth Strategy Associate
Chandra began her career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), she brings valuable planning insight to each client relationship, and is passionate about helping clients fulfill their financial goals.
Chandra is FINRA registered and hold Series 7, 66, and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University Sacramento. Chandra enjoys spending time with her husband and their children, as well as scrapbooking and backpacking.
CA Agent #0H91448
Director
Team Administrator
Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.
Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.
Director
Team Administrator
Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.
Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.
Client Associate
Gloria brings more than 23 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.
Client Associate
Gloria brings more than 23 years of experience in the financial services industry. She has an extensive background in daily operations. Her role on the team is to serve clients and provide administrative support. Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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