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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Senior Vice President–Wealth Management
Financial Advisor
Julie is a financial advisor and member of the Legacy Wealth Management Group, a UBS team located in San Angelo, Texas. Julie has over twenty years of experience in the financial industries. Having had a strong background in banking, accounting and insurance, Julie joined the brokerage side of the industry in 1995 and has been with UBS Financial Services, Inc. since 2001. As a member of the Legacy Wealth Management Group, Julie's main focus in the partnership is centered on high net worth individuals, retirement planning, estate planning, and helping clients who desire to leave a legacy for those who come behind us.
"I believe that our team offers the type of relationship and advice that people are passionately seeking. Ours is not a one size fits all practice. We are positioned to offer a specialist in every aspect of financial planning and investment management that people seeking retirement are searching for." The favorite part of my profession is gathering the facts and putting the pieces of the puzzle together. We look at the performance of portfolios, the measurement of risk tolerance, the probability of needs and liquidity, as well as making sure are goals of living out our retirement years are insured for success. Gaining and maintain trust doesn't come easy and we don't take it lightly. We know our clients personally, and we wouldn't have it any other way. "
In addition to the Texas team, Julie is a partner with UBS Private Wealth Advisor Jason M. Katz, New York, NY where she specializes in retirement and insurance planning for clients across the country. Julie holds her Series 7, Series 63, and Individual State of Texas Life and Health Insurance.
Recognized as an industry leader:
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
Financial Advisor
Julie is a financial advisor and member of the Legacy Wealth Management Group, a UBS team located in San Angelo, Texas. Julie has over twenty years of experience in the financial industries. Having had a strong background in banking, accounting and insurance, Julie joined the brokerage side of the industry in 1995 and has been with UBS Financial Services, Inc. since 2001. As a member of the Legacy Wealth Management Group, Julie's main focus in the partnership is centered on high net worth individuals, retirement planning, estate planning, and helping clients who desire to leave a legacy for those who come behind us.
"I believe that our team offers the type of relationship and advice that people are passionately seeking. Ours is not a one size fits all practice. We are positioned to offer a specialist in every aspect of financial planning and investment management that people seeking retirement are searching for." The favorite part of my profession is gathering the facts and putting the pieces of the puzzle together. We look at the performance of portfolios, the measurement of risk tolerance, the probability of needs and liquidity, as well as making sure are goals of living out our retirement years are insured for success. Gaining and maintain trust doesn't come easy and we don't take it lightly. We know our clients personally, and we wouldn't have it any other way. "
In addition to the Texas team, Julie is a partner with UBS Private Wealth Advisor Jason M. Katz, New York, NY where she specializes in retirement and insurance planning for clients across the country. Julie holds her Series 7, Series 63, and Individual State of Texas Life and Health Insurance.
Recognized as an industry leader:
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
