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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
I have been assisting individuals in the area of wealth management for 24 years, concentrating my efforts in the area of Equity Plan Advisory Services and the management of equity plan administration and implementation for my team, The Schoff Group. I specialize in executive services and bring 24 years experience in section 16b transactions, rule 144 trades, and 10b5-1 trading plans to my clients. My team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I have been assisting individuals in the area of wealth management for 24 years, concentrating my efforts in the area of Equity Plan Advisory Services and the management of equity plan administration and implementation for my team, The Schoff Group. I specialize in executive services and bring 24 years experience in section 16b transactions, rule 144 trades, and 10b5-1 trading plans to my clients. My team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.
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
Credentials
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
