$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We start by getting to know what truly matters to you; your priorities, major life events, and the goals that shape your vision for the future. Using a deeply personalized, goal-based planning process, we build an investment strategy tailored to your unique needs, wants, and timeline. Our disciplined and repeatable approach ensures your portfolio remains aligned with your objectives, while our ongoing communication and guidance help simplify decisions and keep you confidently on track. Above all, we partner with you through every stage of life, adjusting your plan as your goals evolve.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Kevin is a Managing Director and joined UBS in 2009 after spending 7 years with Merrill Lynch Global Wealth Management. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery for the firm’s premier client relationships. Kevin has over 20 years of experience in financial planning strategies and the retirement plan industry. He has consulted with individuals and Fortune 500 companies on all forms of pension and deferred compensation strategies including plan design, provider selection, concentrated stock positions equity based compensation, plan management, administration, and investments. Kevin has his Bachelor of Arts degree in Mathematics from Whitman College.
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
Managing Director–Wealth Management
Kevin is a Managing Director and joined UBS in 2009 after spending 7 years with Merrill Lynch Global Wealth Management. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery for the firm’s premier client relationships. Kevin has over 20 years of experience in financial planning strategies and the retirement plan industry. He has consulted with individuals and Fortune 500 companies on all forms of pension and deferred compensation strategies including plan design, provider selection, concentrated stock positions equity based compensation, plan management, administration, and investments. Kevin has his Bachelor of Arts degree in Mathematics from Whitman College.
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
Managing Director–Wealth Management
Financial Advisor
Executive Director
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Client Associate
Client Associate
Client Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Executive Director
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Client Associate
Client Associate
Client Associate
Registered Client Associate
Client Associate
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.
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.
Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
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.
Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Guidelines for finding the right balance
What is the right amount to leave to your children and other loved ones? How much is too much? The answers lie in evaluating your vision for the use of your wealth and your family‘s ability to manage financial resources responsibly, rather than focusing on a specific amount.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
