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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
I began my career over 33 years ago. I have helped clients manage their wealth throughout good times and bad. I joined UBS (PaineWebber) in 1989 with prior tenure at Merrill Lynch.
Working closely with my clients, I offer financial & wealth planning with total portfolio management, focusing on retirement needs and goals. I also offer expert assistance with education funding strategies, implementation of solid estate planning tools as well as helping to develop viable short & long-term personal and business lending solutions.
Some recent accomplishments include:
UBS FA Advisory Council (FAAC) member. The influential advisory group of 14 select Financial Advisors who represent all UBS Advisors working to foster a strong partnership between field and home office. 2014 - Current
Barron's Top Women Financial Advisors Summit attendee. An intimate and invitation-only event, where the nation's top women financial advisors gather for an exclusive chance to share ideas, grow professionally and network among peers. 2011- Current.
Member UBS Directors Council. A distinction that is awarded to the firm's top Financial Advisors in the country. 2011- Current.
Senior Portfolio Manager accreditation & designation within UBS Portfolio Management Program (PMP). 2011- Current.
Panelist, guest speaker: "Women in Business" - Chicago (UBS) 2012
Panelist, guest speaker: "Best of the Best" divisional conference - Dallas (UBS) 2013
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.
Credentials
Lets connect
Senior Vice President–Wealth Management
I began my career over 33 years ago. I have helped clients manage their wealth throughout good times and bad. I joined UBS (PaineWebber) in 1989 with prior tenure at Merrill Lynch.
Working closely with my clients, I offer financial & wealth planning with total portfolio management, focusing on retirement needs and goals. I also offer expert assistance with education funding strategies, implementation of solid estate planning tools as well as helping to develop viable short & long-term personal and business lending solutions.
Some recent accomplishments include:
UBS FA Advisory Council (FAAC) member. The influential advisory group of 14 select Financial Advisors who represent all UBS Advisors working to foster a strong partnership between field and home office. 2014 - Current
Barron's Top Women Financial Advisors Summit attendee. An intimate and invitation-only event, where the nation's top women financial advisors gather for an exclusive chance to share ideas, grow professionally and network among peers. 2011- Current.
Member UBS Directors Council. A distinction that is awarded to the firm's top Financial Advisors in the country. 2011- Current.
Senior Portfolio Manager accreditation & designation within UBS Portfolio Management Program (PMP). 2011- Current.
Panelist, guest speaker: "Women in Business" - Chicago (UBS) 2012
Panelist, guest speaker: "Best of the Best" divisional conference - Dallas (UBS) 2013
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.
Credentials
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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