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$7 trn
UBS Group invested assets
As of 12/31/2025
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
In today's economy and challenging markets, sound investment advice is critical. It takes an understanding of your financial world and someone committed to ensuring your investment universe is tailored to your needs. Judy is licensed and knowledgeable in a wide range of financial instruments, including insurance products and long term care.
By utilizing 50+ years of combined experience, as well as the research and capabilities of the world's largest wealth management firm, Judy's team customizes wealth strategies to suit her client's individual goals. Her clients live from coast to coast.
Judy is a graduate of the School of Business at Indiana University. She resides in Chicago and is the mother of two grown children.
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.
Education
Senior Vice President–Wealth Management
In today's economy and challenging markets, sound investment advice is critical. It takes an understanding of your financial world and someone committed to ensuring your investment universe is tailored to your needs. Judy is licensed and knowledgeable in a wide range of financial instruments, including insurance products and long term care.
By utilizing 50+ years of combined experience, as well as the research and capabilities of the world's largest wealth management firm, Judy's team customizes wealth strategies to suit her client's individual goals. Her clients live from coast to coast.
Judy is a graduate of the School of Business at Indiana University. She resides in Chicago and is the mother of two grown children.
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.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
