Global perspective

Private Wealth Management

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Start the planning conversation

Pursuing your goals together

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.

Brian Corley, CIMA

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MD
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
Brian Corley is a Managing Director and Wealth Manager at UBS Financial Services, Inc.

Prior to joining UBS in 2021, Mr. Corley was a Senior Managing Director and Wealth Manager at First Republic Investment Management. Mr. Corley founded Astera Financial Group, LLC, in 2008 where he also served as Chief Investment Officer of the firm. As Chief Investment Officer Mr. Corley developed the firm's overall capital markets and investment strategy and worked with clients to implement sophisticated financial life management strategies. Prior to founding Astera, Mr. Corley was a Senior Vice President and Private Client Advisor with Wells Fargo Private Bank.

Mr. Corley received his Bachelor of Arts in Economics from California Sate University, Chico, as well as a Masters of Science in Finance and a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco, California. He also earned the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association and taught in conjunction with the Haas School of Business at UC Berkeley. In addition, Mr. Corley is an Accredited Investment Fiduciary (AIF).

Mr. Corley is a member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA) and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey.

California Insurance #OB84331
- Chico State University
- Certified Investment Management Consultant
- Private Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Daniel Grover, CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
Daniel Grover is a Managing Director and Wealth Manager at UBS Financial Services, Inc.

Prior to joining UBS in 2021, Mr. Grover served as managing Director for the Veritas Team at First Republic, where he headed up Investment Strategy and planning for assets totaling one billion dollars. Prior to merging with First Republic, Danwas a partner and Director of Investment Services at Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before moving into this role in 2008, Dan was a senior Vice President and regional sales manager with Wells Fargo Investments, LLC. As vice president, Mr. Grover directed a team of advisors that managed assets totaling in excess of one billion dollars. Dan moved into this role after serving as a private Client Manager for Wells Fargo, where he worked directly with clients developing their Investment strategies and provided them with comprehensive investment and financial advice.

Mr. Grover received a bachelor of arts in economics as well as a Bachelor of Arts in European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional.

CA Insurance License # 0C24465
- University of California, Santa Cruz
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Jeff Hill, CFP®, AWMA®

Senior Vice President–Wealth Management

Accredited Wealth Management Advisor℠
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Jeff Hill is a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS.

In his role with Lakeshore Partners, Mr. Hill consults with multigenerational families on a wide range of investment, charitable, and planning solutions that focus on safeguarding their legacy for the future. Prior to Lakeshore Partners Jeff spent 6 years at UBS as a partner with Encompass Wealth Management. Prior to Encompass he spent 2 years as the lead Wealth Planning Analyst for Northern California, engaging in a wide range of financial, estate, charitable, investment and tax planning solutions.

Mr. Hill received his Bachelor of Science in Business Administration from the University of Nevada, Reno and currently holds his Series 7, 66 and California insurance license. He is a Certified Financial Planner® as well as an Accredited Wealth Management Advisor (AWMA®)

A fourth generation Bay Area native Jeff resides in San Francisco. He enjoys spending his free time in Lake Tahoe and cheering on his favorite Bay Area teams. Mr. Hill is active in local charities The Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetery and is a member of the San Francisco Bond Club and Financial Planning Association.

When it comes to managing our client’s wealth we have one simple rule: everything matters.

CA Insurance License# 0K66463
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- University of Nevada, Reno
- University of Nevada, Reno
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
- Retirement Plan Consultant
Lending services

Financial planning

Retirement planning

Alternative investments

Multi-generational families

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Ross Gaudoin, JD, CLU

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Ross Gaudoin is a Vice President and Financial Advisor at UBS Financial, Services, Inc. Prior to joining UBS in 2021, Ross held a Managing Director role at First Republic Investment Management, where he also served as a Senior Financial Planner, from 2012-2021. Before joining First Republic, Mr. Gaudoin was a Partner and Director of Wealth Advisory Services for Astera Financial Group where he also served as the firm’s Chief Financial Officer.

In his role at UBS, Mr. Gaudoin consults with clients on a wide range of financial, estate, charitable, insurance and tax planning solutions and works with them in designing and implementing appropriate strategies to meet lifestyle, legacy, and philanthropic goals. Immediately before joining Astera in 2008, Mr. Gaudoin was a Vice President and Wealth Planning Strategist with Wells Fargo Private Bank. For 9 plus years prior to joining Wells Fargo, Ross was a practicing attorney advising clients on estate, trust, tax and corporate matters, preparing tax returns for clients, as well as serving as trustee and/or advisor for various charitable foundations.

Mr. Gaudoin received his Bachelor of Science in Accounting, cum laude, from Duquesne University in Pittsburg, PA. He also earned his Juris Doctor from Duquesne University School of Law and served as a member in good standing of the Law Review.

CA Insurance License: #0I29569
- Chartered Life Underwriter®
Financial planning

Legacy planning

Retirement planning

Estate planning strategies

Professional athletes

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Drew Bennett, CFP, CAIA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- CA
Drew Bennett is a Senior Wealth Strategy Associate focused on business development and alternatives for Lakeshore Partners.

Prior to joining UBS, Mr. Bennett worked at First Republic Private Wealth Management for 7 years. Prior to that he founded at operated Caltenn Financial, LLC where he also served as President. Mr. Bennett is a former professional of the National Football League where he played 8 years for the Tennessee Titans and the St. Louis Rams.

Mr. Bennett received his Bachelor of Arts in Political Science from the University of California Los Angeles and currently holds his Series 7, 66 and California insurance license. He is a Certified Financial Planner® as well as a Chartered Alternative Investment Analyst (CAIA).

Mr. Bennett is an avid golfer and father of two daughters. He is also an active member of the NFL Alumni Community.

CA Insurance License# 0J06022
- UCLA
- CERTIFIED FINANCIAL PLANNER™
- Chartered Alternative Investment Analyst®
Professional athletes

Alternative investments

Structured products

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Paula Best, CFP

Authorized Officer

Team Administrator
View bio
- CA
Paula Best is an Authorized Officer and Team Administrator at UBS Financial Services, Inc. In her role with Lakeshore Partners, Mrs. Best focuses on client experience, team operations, and financial planning.

Prior to joining UBS, Mrs. Best worked as an Associate Director First Republic Investment Management for 7 years. In addition, she spent close to a decade with various insurance firms specializing in life insurance and tax-deferral strategies.

Mrs. Best received her Bachelor of Arts in Economics from San Diego State University and is a Certified Financial Planner®. She currently holds her Series 7, Series 66, California insurance license, and various life insurance designations.

CA Insurance License # 0I01031
- San Diego State University
- CERTIFIED FINANCIAL PLANNER™
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Eliza Nuffer

Client Associate
View bio
Eliza Nowak is a Client Associate at UBS Financial Services, Inc. Mrs. Nowak brings a unique blend of backgrounds in client relations, account onboarding, and financial services to our team. Prior to joining UBS, Mrs. Nowak worked at Infinity Financial Services where she was responsible for managing multiple accounts, onboarding new clients, and providing ongoing support throughout their journey in a fast-paced business environment.

Eliza's experience is supported by Financial Industry Regulatory Authority (FINRA) registrations, including the Series 7 and Series 24 license. She holds a Master of Science in Marketing from Golden Gate University, San Francisco, and a Bachelor of Science in Management with a major in Business Psychology from the WSB Schools of Banking in Poland.
- WSB University, School of Banking, Poland, Business Management
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Daniel Furey

Executive Director

Alternative Investments

View bio

Daniel Furey is an Executive Director with UBS where he oversees Alternative Investments Distribution for the Western Region.

Professional History

Daniel was recently a Principal at Craton Equity Partners, a late stage Venture Capital Growth Private Equity Fund focused on Cleantech-Sustainable investments. While there he was responsible for various aspects of fund operations focusing primarily on investor relations globally. Prior to that Daniel was responsible for client relationship management and business development at Strategic Value Partners (SVP), a multi-billion dollar distressed debt manager in Greenwich, Connecticut. Prior to re-joining UBS he was also a Director with Merrill Lynch’s institutional relationship management team within their Investment Bank. Daniel has also worked for the UBS Private Bank in Zurich, Switzerland as well as UBS Brinson Partners in New York & Chicago.

Education Daniel earned a BA in Economics from Southern Illinois University and an MBA from the University of Chicago Booth School of Business.

Licenses and Certifications

Series 7, Series 63 & Series 65

Affiliations

He proudly served with distinction as a United States Marine.
Kevin Dommes

Director

Senior Wealth Management Banker

View bio

Current role and areas of expertise

Banking and Lending are an integral part of the value clients receive at UBS. Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan.

That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Kevin provides expertise in the following areas:

Securities Backed Lending solutions

Residential Lending - SFRs to 4-unit properties (including investment properties)

Commercial Real Estate

Deposit solutions

UBS Premier Credit Cards

Senior Wealth Management Bankers can also offer the following services:

Art, aircraft and yacht financing

Asset-Based lending

Small Business lending

Agricultural lending

Professional history

Kevin has 23 years of experience in banking and financial services. In addition to his six years with UBS, Kevin’s experience in banking includes Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, RIA's, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

Education and personal information

Series 7, Series 66 securities licenses

NMLS mortgage license

University of Arizona, Communications and Business

Kevin resides in the Bay Area with his wife and two sons. He enjoys mountain biking, skiing, son’s baseball, basketball, and spending time with family and friends.

Brian Corley, CIMA

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MD
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
Brian Corley is a Managing Director and Wealth Manager at UBS Financial Services, Inc.

Prior to joining UBS in 2021, Mr. Corley was a Senior Managing Director and Wealth Manager at First Republic Investment Management. Mr. Corley founded Astera Financial Group, LLC, in 2008 where he also served as Chief Investment Officer of the firm. As Chief Investment Officer Mr. Corley developed the firm's overall capital markets and investment strategy and worked with clients to implement sophisticated financial life management strategies. Prior to founding Astera, Mr. Corley was a Senior Vice President and Private Client Advisor with Wells Fargo Private Bank.

Mr. Corley received his Bachelor of Arts in Economics from California Sate University, Chico, as well as a Masters of Science in Finance and a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco, California. He also earned the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association and taught in conjunction with the Haas School of Business at UC Berkeley. In addition, Mr. Corley is an Accredited Investment Fiduciary (AIF).

Mr. Corley is a member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA) and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey.

California Insurance #OB84331
- Chico State University
- Certified Investment Management Consultant
- Private Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Daniel Grover, CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
Daniel Grover is a Managing Director and Wealth Manager at UBS Financial Services, Inc.

Prior to joining UBS in 2021, Mr. Grover served as managing Director for the Veritas Team at First Republic, where he headed up Investment Strategy and planning for assets totaling one billion dollars. Prior to merging with First Republic, Danwas a partner and Director of Investment Services at Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before moving into this role in 2008, Dan was a senior Vice President and regional sales manager with Wells Fargo Investments, LLC. As vice president, Mr. Grover directed a team of advisors that managed assets totaling in excess of one billion dollars. Dan moved into this role after serving as a private Client Manager for Wells Fargo, where he worked directly with clients developing their Investment strategies and provided them with comprehensive investment and financial advice.

Mr. Grover received a bachelor of arts in economics as well as a Bachelor of Arts in European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional.

CA Insurance License # 0C24465
- University of California, Santa Cruz
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Jeff Hill, CFP®, AWMA®

Senior Vice President–Wealth Management

Accredited Wealth Management Advisor℠
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Jeff Hill is a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS.

In his role with Lakeshore Partners, Mr. Hill consults with multigenerational families on a wide range of investment, charitable, and planning solutions that focus on safeguarding their legacy for the future. Prior to Lakeshore Partners Jeff spent 6 years at UBS as a partner with Encompass Wealth Management. Prior to Encompass he spent 2 years as the lead Wealth Planning Analyst for Northern California, engaging in a wide range of financial, estate, charitable, investment and tax planning solutions.

Mr. Hill received his Bachelor of Science in Business Administration from the University of Nevada, Reno and currently holds his Series 7, 66 and California insurance license. He is a Certified Financial Planner® as well as an Accredited Wealth Management Advisor (AWMA®)

A fourth generation Bay Area native Jeff resides in San Francisco. He enjoys spending his free time in Lake Tahoe and cheering on his favorite Bay Area teams. Mr. Hill is active in local charities The Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetery and is a member of the San Francisco Bond Club and Financial Planning Association.

When it comes to managing our client’s wealth we have one simple rule: everything matters.

CA Insurance License# 0K66463
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- University of Nevada, Reno
- University of Nevada, Reno
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
- Retirement Plan Consultant
Lending services

Financial planning

Retirement planning

Alternative investments

Multi-generational families

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Ross Gaudoin, JD, CLU

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MD
- MI
- MO
- MT
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Ross Gaudoin is a Vice President and Financial Advisor at UBS Financial, Services, Inc. Prior to joining UBS in 2021, Ross held a Managing Director role at First Republic Investment Management, where he also served as a Senior Financial Planner, from 2012-2021. Before joining First Republic, Mr. Gaudoin was a Partner and Director of Wealth Advisory Services for Astera Financial Group where he also served as the firm’s Chief Financial Officer.

In his role at UBS, Mr. Gaudoin consults with clients on a wide range of financial, estate, charitable, insurance and tax planning solutions and works with them in designing and implementing appropriate strategies to meet lifestyle, legacy, and philanthropic goals. Immediately before joining Astera in 2008, Mr. Gaudoin was a Vice President and Wealth Planning Strategist with Wells Fargo Private Bank. For 9 plus years prior to joining Wells Fargo, Ross was a practicing attorney advising clients on estate, trust, tax and corporate matters, preparing tax returns for clients, as well as serving as trustee and/or advisor for various charitable foundations.

Mr. Gaudoin received his Bachelor of Science in Accounting, cum laude, from Duquesne University in Pittsburg, PA. He also earned his Juris Doctor from Duquesne University School of Law and served as a member in good standing of the Law Review.

CA Insurance License: #0I29569
- Chartered Life Underwriter®
Financial planning

Legacy planning

Retirement planning

Estate planning strategies

Professional athletes

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Drew Bennett, CFP, CAIA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- CA
Drew Bennett is a Senior Wealth Strategy Associate focused on business development and alternatives for Lakeshore Partners.

Prior to joining UBS, Mr. Bennett worked at First Republic Private Wealth Management for 7 years. Prior to that he founded at operated Caltenn Financial, LLC where he also served as President. Mr. Bennett is a former professional of the National Football League where he played 8 years for the Tennessee Titans and the St. Louis Rams.

Mr. Bennett received his Bachelor of Arts in Political Science from the University of California Los Angeles and currently holds his Series 7, 66 and California insurance license. He is a Certified Financial Planner® as well as a Chartered Alternative Investment Analyst (CAIA).

Mr. Bennett is an avid golfer and father of two daughters. He is also an active member of the NFL Alumni Community.

CA Insurance License# 0J06022
- UCLA
- CERTIFIED FINANCIAL PLANNER™
- Chartered Alternative Investment Analyst®
Professional athletes

Alternative investments

Structured products

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Paula Best, CFP

Authorized Officer

Team Administrator
View bio
- CA
Paula Best is an Authorized Officer and Team Administrator at UBS Financial Services, Inc. In her role with Lakeshore Partners, Mrs. Best focuses on client experience, team operations, and financial planning.

Prior to joining UBS, Mrs. Best worked as an Associate Director First Republic Investment Management for 7 years. In addition, she spent close to a decade with various insurance firms specializing in life insurance and tax-deferral strategies.

Mrs. Best received her Bachelor of Arts in Economics from San Diego State University and is a Certified Financial Planner®. She currently holds her Series 7, Series 66, California insurance license, and various life insurance designations.

CA Insurance License # 0I01031
- San Diego State University
- CERTIFIED FINANCIAL PLANNER™
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Eliza Nuffer

Client Associate
View bio
Eliza Nowak is a Client Associate at UBS Financial Services, Inc. Mrs. Nowak brings a unique blend of backgrounds in client relations, account onboarding, and financial services to our team. Prior to joining UBS, Mrs. Nowak worked at Infinity Financial Services where she was responsible for managing multiple accounts, onboarding new clients, and providing ongoing support throughout their journey in a fast-paced business environment.

Eliza's experience is supported by Financial Industry Regulatory Authority (FINRA) registrations, including the Series 7 and Series 24 license. She holds a Master of Science in Marketing from Golden Gate University, San Francisco, and a Bachelor of Science in Management with a major in Business Psychology from the WSB Schools of Banking in Poland.
- WSB University, School of Banking, Poland, Business Management
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Daniel Furey

Executive Director

Alternative Investments

View bio

Daniel Furey is an Executive Director with UBS where he oversees Alternative Investments Distribution for the Western Region.

Professional History

Daniel was recently a Principal at Craton Equity Partners, a late stage Venture Capital Growth Private Equity Fund focused on Cleantech-Sustainable investments. While there he was responsible for various aspects of fund operations focusing primarily on investor relations globally. Prior to that Daniel was responsible for client relationship management and business development at Strategic Value Partners (SVP), a multi-billion dollar distressed debt manager in Greenwich, Connecticut. Prior to re-joining UBS he was also a Director with Merrill Lynch’s institutional relationship management team within their Investment Bank. Daniel has also worked for the UBS Private Bank in Zurich, Switzerland as well as UBS Brinson Partners in New York & Chicago.

Education Daniel earned a BA in Economics from Southern Illinois University and an MBA from the University of Chicago Booth School of Business.

Licenses and Certifications

Series 7, Series 63 & Series 65

Affiliations

He proudly served with distinction as a United States Marine.
Kevin Dommes

Director

Senior Wealth Management Banker

View bio

Current role and areas of expertise

Banking and Lending are an integral part of the value clients receive at UBS. Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan.

That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Kevin provides expertise in the following areas:

Securities Backed Lending solutions

Residential Lending - SFRs to 4-unit properties (including investment properties)

Commercial Real Estate

Deposit solutions

UBS Premier Credit Cards

Senior Wealth Management Bankers can also offer the following services:

Art, aircraft and yacht financing

Asset-Based lending

Small Business lending

Agricultural lending

Professional history

Kevin has 23 years of experience in banking and financial services. In addition to his six years with UBS, Kevin’s experience in banking includes Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, RIA's, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

Education and personal information

Series 7, Series 66 securities licenses

NMLS mortgage license

University of Arizona, Communications and Business

Kevin resides in the Bay Area with his wife and two sons. He enjoys mountain biking, skiing, son’s baseball, basketball, and spending time with family and friends.

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

A game plan for athletes

If you’re a professional athlete, you need a game plan to build your wealth during your playing days and post-career. We will connect you to the experts and resources of UBS every step of the way, at every stage—no matter what the markets (and your life) may bring.

We all know the value of having the right team on your side—in the game and in life. Consider us a part of your critical team, along with your agent, attorney and accountant. We’ll work together, focused on your financial world so you can focus on your game.

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Your family

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

Learn more

Tailored lending

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Learn more

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

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Global perspective

Pursuing your goals together

Brian Corley, CIMA

Daniel Grover, CFP

Jeff Hill, CFP®, AWMA®

Ross Gaudoin, JD, CLU

Drew Bennett, CFP, CAIA

Paula Best, CFP

Eliza Nuffer

Daniel Furey

Kevin Dommes

Brian Corley, CIMA

Daniel Grover, CFP

Jeff Hill, CFP®, AWMA®

Ross Gaudoin, JD, CLU

Drew Bennett, CFP, CAIA

Paula Best, CFP

Eliza Nuffer

Daniel Furey

Kevin Dommes

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Private Wealth Management

A game plan for athletes

You. Connected.

You. Connected.

Advanced Planning

Advanced Planning

Your family

Your family

Tailored lending

Tailored lending

Backed by the strength of UBS

A global leader in wealth management

Thank you for contacting us.

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