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$5+ trillion
In invested assets globally
As of 11/07/2023
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
Lee holds a degree in International Business from San Diego State University. Lee has been a Global Wealth Manager for over 25 years. His experience and knowledge in Wealth Management for US Clients as well as Nonresidents and Offshore Corporations allow the team to expand their reach of professional advice. Lee specializes in retirement income planning and structured investments. He specializes in annuities, structured products, cash management for Private Wealth as well as small to mid-size corporations and organizations.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Lee holds a degree in International Business from San Diego State University. Lee has been a Global Wealth Manager for over 25 years. His experience and knowledge in Wealth Management for US Clients as well as Nonresidents and Offshore Corporations allow the team to expand their reach of professional advice. Lee specializes in retirement income planning and structured investments. He specializes in annuities, structured products, cash management for Private Wealth as well as small to mid-size corporations and organizations.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
