$5+ trillion
In invested assets globally
As of 11/07/2023
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
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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UBS is a world-leading wealth manager