A legacy for generations

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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.

  • Andrew Le Profile Photo

    Andrew Le

    Managing Director–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    With over 25 years of experience navigating three significant market cycles, he brings a breadth of planning and investment knowledge to a constantly changing financial services landscape. As part of UBS Private Wealth Management, an elite division within the firm, Andrew delivers a consistent, proactive and meaningful experience. Specifically, he focuses on comprehensive planning, tax-aware portfolios, estate planning strategies and corporate services.

    Andrew leads the Legacy Partners Wealth Management practice. A member of a team that has been together for more than 35 years, Andrew is dedicated to building long-term relationships with multiple generations. The team’s longevity is a testament to their dedication, culture and focus on finding the right solutions for each client’s unique situation. They integrate the intellectual capital and global resources of UBS with the high-touch service and intimacy of a boutique investment firm.

    Understanding each client’s goals, Andrew prides himself on combining honesty, integrity and a strong work ethic with analytical, thorough, comprehensive and strategic planning. His philosophy is to “invest with intent”—to align his clients’ investments and resources to their values while being efficient in optimizing return around risk, fees and taxes.

    Agent License # 0C38650

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • UCLA, Business Economics
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    • Private Wealth Advisor
    • UBS Private Wealth Advisor designation
    • UBS Chairman's Council
    305 Lytton Ave
    Palo Alto, CA 94301
    andrew.le@ubs.com,legacypartnerswm@ubs.com,dawn.aquilina@ubs.com,vincent.andrighetto@ubs.com
    Andrew Le
    305 Lytton Ave,Palo Alto,CA,94301
  • Nicholas Hunt Profile Photo

    Nicholas Hunt

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    Nicholas J. Hunt, is a Senior Vice President at UBS and a CERTIFIED FINANCIAL PLANNER™. He concentrates on wealth management for high net worth investors, employee stock option guidance, corporate 401(k) plans and the complex needs of business owners who are growing, transitioning or exiting their enterprise. He spent eight years as an Financial Advisor at Ameriprise Financial before joining UBS. Nicholas and his wife, Margaret, have two daughters. He enjoys spending time with family, traveling, and volunteering.

    Agent License # 0I04170

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Univeristy of Wisconsin-Eau Claire, Finance and Financial Management Services
    • University of Wisconsin-Eau Claire, Accounting
    • CERTIFIED FINANCIAL PLANNER®
    305 Lytton Ave
    Palo Alto, CA 94301
    nicholas.j.hunt@ubs.com
    Nicholas Hunt
    305 Lytton Ave,Palo Alto,CA,94301
  • Pamela Davies Profile Photo

    Pamela Davies

    Senior Vice President–Wealth Management

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    Pam Davies is a Senior Vice President at UBS. Pam helps clients develop strategies for Retirement and Estate Planning, Institutional Money Management, and Fixed Income. She attended University of Nevada, Reno and concentrated in business. Prior to joining UBS, Pam was with Morgan Stanley from 1984 and attended an auxiliary finance certification course at Wharton. In the past she served of the Finance Board of St. Raymond Church in Menlo Park and served on the school board in various capacities. Pam now resides in Napa near her son where she enjoys playing golf, cooking, and entertaining.

    Agent License # 0A52131

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Nevada, Reno, Business
    • Wealth Advisor
    305 Lytton Ave
    Palo Alto, CA 94301
    pamela.davies@ubs.com
    Pamela Davies
    305 Lytton Ave,Palo Alto,CA,94301
  • Marcus Jones Profile Photo

    Marcus Jones

    Senior Wealth Strategy Associate

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    Marcus has over two decades of experience in the financial services industry primarily in corporate lending, credit analysis and credit ratings at UBS Investment Bank, Moody's Investors Service and The Bank of New York.  Marcus has an impressive ability to provide insights, gauge trends and communicate the implications.  He graduated from UC Berkeley and has an MBA from Columbia University. Marcus and his wife, Jean, are parents of five children. In his spare time Marcus is an avid runner, reader and music lover.

      • UC Berkeley
      • Columbia University, MBA
        305 Lytton Ave
        Palo Alto, CA 94301
        marcus.c.jones@ubs.com
        Marcus Jones
        305 Lytton Ave,Palo Alto,CA,94301
      • Dawn Aquilina Profile Photo

        Dawn Aquilina

        Authorized Officer

        Team Administrator

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        Dawn has worked as a Team Associate for the Legacy Partners Wealth Management group since 2007. While she graduated with a Bachelor of the Arts in Humanities from San Jose State University, she started working in the finance industry in 2006 and quickly join the team thereafter.

        Dawn enjoys getting to know the clients and helping them to get accurate answers to everyday, and not so every day, questions. 

        When not working, Dawn enjoys spending time with her family and friends.

              305 Lytton Ave
              Palo Alto, CA 94301
              dawn.aquilina@ubs.com
              Dawn Aquilina
              305 Lytton Ave,Palo Alto,CA,94301
            • Vincent Andrighetto Profile Photo

              Vincent Andrighetto

              Client Associate

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              Vince received his Bachelor's Degree in American and English Literature from Boston University. He joined the team after living in New York where he worked in Digital Advertising developing marketing campaigns. 

              After moving back to his hometown in the Bay Area, he started working for the team and has now been working as a Client Associate for over 3 years.

              Outside of work, he enjoys cooking, reading and spending time with friends and family.

                • Boston Univeristy, B.A. American and English Literature
                  305 Lytton Ave
                  Palo Alto, CA 94301
                  vincent.andrighetto@ubs.com
                  Vincent Andrighetto
                  305 Lytton Ave,Palo Alto,CA,94301
                • Theresa

                  Theresa Hoang

                  Client Associate

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                    Theresa has nearly 15 years of experience in various sectors of the banking industry. Prior to joining UBS, Theresa was with Corporate & Investment Banking at Wells Fargo as a Lead Business Relationship Support Specialist managing Corporate Technology clients. She graduated from San Jose State University with a degree in Business Administration and Management. In her free time, she enjoys baking, crafting, hiking and hosting game nights.

                      • San Jose State University, B.S. Business Administration & Management
                        305 Lytton Ave
                        Palo Alto, CA 94301
                        theresa.hoang@ubs.com
                        Theresa Hoang
                        305 Lytton Ave,Palo Alto,CA,94301
                      • Lauren

                        Lauren Buckner

                        Client Associate

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                          Lauren graduated from the University of San Francisco with a Bachelor’s Degree in Business Management. Prior to joining UBS, Lauren worked in retail banking at Wells Fargo.  Outside of work, she enjoys riding horses, hiking, and taking walks on the coast with her dogs.

                                305 Lytton Ave
                                Palo Alto, CA 94301
                                lauren.buckner@ubs.com
                                Lauren Buckner
                                305 Lytton Ave,Palo Alto,CA,94301
                              Building multicultural wealth, together

                              Building multicultural wealth, together

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                              The good news is, you’re succeeding

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                              ElectionWatch 2024

                              24 questions for the '24 US election

                              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                              Download the report

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