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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
Vice President–Wealth Management
Clients who value professional and conservative stewardship of their finances are the primary focus of my practice. Having served clients through two major bear markets, risk management is a core principle of my investment philosophy. Being on the UBS team allows me to leverage my experience with world class resources to work effectively with other trusted advisors such as attorneys and accountants to ensure clients have well-rounded financial and estate plans.
CA Insurance License 0799167
Vice President–Wealth Management
Clients who value professional and conservative stewardship of their finances are the primary focus of my practice. Having served clients through two major bear markets, risk management is a core principle of my investment philosophy. Being on the UBS team allows me to leverage my experience with world class resources to work effectively with other trusted advisors such as attorneys and accountants to ensure clients have well-rounded financial and estate plans.
CA Insurance License 0799167
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
