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$2.8 trillion
In invested assets globally
As of 06/30/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
I joined UBS Institutional Consulting Group in 2000 after obtaining an MBA from Georgia State University. Here I have served corporate and Public Retirement Plans; Foundations and Endowments; Non-Profit Organizations; and private High Net Worth Families. I obtained my designation as a CERTIFIED FINANCIAL PLANNERTM in 2004 and my Certified Investment Management Consultant SM (CIMA®) certification in 2014 through the Wharton School of Business. I am also a current member of the Investment Management Consultant's Association (IMCA), an industry association delivering premier investment consulting and wealth management credentialing for Advisors.
Making quality financial decisions is not an easy task for investors today. Successful long term investment planning is more challenging and too complex to be an avocation for those who do not have the time to dedicate. Together, we can develop a vision for the future and a plan to see it through. I am excited to be your partner in this plan, navigating the ever changing economic and market landscape.
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
Credentials
Senior Vice President–Wealth Management
I joined UBS Institutional Consulting Group in 2000 after obtaining an MBA from Georgia State University. Here I have served corporate and Public Retirement Plans; Foundations and Endowments; Non-Profit Organizations; and private High Net Worth Families. I obtained my designation as a CERTIFIED FINANCIAL PLANNERTM in 2004 and my Certified Investment Management Consultant SM (CIMA®) certification in 2014 through the Wharton School of Business. I am also a current member of the Investment Management Consultant's Association (IMCA), an industry association delivering premier investment consulting and wealth management credentialing for Advisors.
Making quality financial decisions is not an easy task for investors today. Successful long term investment planning is more challenging and too complex to be an avocation for those who do not have the time to dedicate. Together, we can develop a vision for the future and a plan to see it through. I am excited to be your partner in this plan, navigating the ever changing economic and market landscape.
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
Credentials
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
