$6.9 trn
UBS Group invested assets
As of 10/29/2025
Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, we can provide you with advice that is tailored to your unique circumstances and priorities. We'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
