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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
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
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
