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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
From an early age, Kent has been very interested and fascinated with sports statistics. He has turned that interest and fascination into a successful career in the financial services industry.
Today, Kent is a Wealth Advisor at UBS Financial Services Inc. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Kent emphasizes asset allocation and total portfolio management, with a focus on retirement income planning. He also helps clients with education funding, structures for charitable giving and estate planning.
Kent began his career in one of the equity market's most tumultuous periods on record – and over the past 30+ years he has helped clients manage their wealth throughout good times and bad. Kent joined UBS in 2007 after 17 years at Morgan Stanley and 5 years at Shearson Lehman Brothers. He is FINRA-registered and holds Series 7 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities.
He earned a bachelor's degree in business administration from Cal Poly-San Luis Obispo. Kent has been active with the Alamo Rotary Club, a volunteer for the American Heart Association, Shelter Inc. and a coach for several years for his daughters' softball teams.
Kent and his wife live with their daughters in Alamo, CA. They enjoy spending time as a family, whether it is traveling, snow skiing or being involved with the girls' sports teams.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
From an early age, Kent has been very interested and fascinated with sports statistics. He has turned that interest and fascination into a successful career in the financial services industry.
Today, Kent is a Wealth Advisor at UBS Financial Services Inc. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Kent emphasizes asset allocation and total portfolio management, with a focus on retirement income planning. He also helps clients with education funding, structures for charitable giving and estate planning.
Kent began his career in one of the equity market's most tumultuous periods on record – and over the past 30+ years he has helped clients manage their wealth throughout good times and bad. Kent joined UBS in 2007 after 17 years at Morgan Stanley and 5 years at Shearson Lehman Brothers. He is FINRA-registered and holds Series 7 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities.
He earned a bachelor's degree in business administration from Cal Poly-San Luis Obispo. Kent has been active with the Alamo Rotary Club, a volunteer for the American Heart Association, Shelter Inc. and a coach for several years for his daughters' softball teams.
Kent and his wife live with their daughters in Alamo, CA. They enjoy spending time as a family, whether it is traveling, snow skiing or being involved with the girls' sports teams.
Personal & Community
Education
Credentials
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$5+ trillion
In invested assets globally
As of 11/07/2023
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Our global footprint
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