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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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