A legacy for generations

Yosemite_Original File

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™

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    With over 20 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, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • UCLA, Business Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Private Wealth Advisor
    • UBS Private Wealth Advisor designation
    • UBS Chairman's Council
    64 Willow Place
    Suite 200
    Menlo Park, CA 94025
  • Nicholas Hunt Profile Photo

    Nicholas Hunt

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • RI
    • TN
    • TX
    • VA
    • WA
    • WI

    Nicholas J. Hunt, is a First 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 Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Univeristy of Wisconsin-Eau Claire, Finance and Financial Management Services
    • University of Wisconsin-Eau Claire, Accounting
    • CERTIFIED FINANCIAL PLANNER™
    64 Willow Place
    Suite 200
    Menlo Park, CA 94025
  • Pamela Davies Profile Photo

    Pamela Davies

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • TN
    • TX
    • VA
    • WA
    • WI

    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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • University of Nevada, Reno, Business
    • Wealth Advisor
    64 Willow Place
    Suite 200
    Menlo Park, CA 94025
  • Marcus Jones Profile Photo

    Marcus Jones

    Senior Wealth Strategy Associate

    • image
    • image
    • AZ
    • CA
    • DC
    • HI
    • ID
    • IL
    • MA
    • NC
    • NJ
    • NV
    • OR
    • WA

    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
        64 Willow Place
        Suite 200
        Menlo Park, CA 94025
      • Dawn Aquilina Profile Photo

        Dawn Aquilina

        Team Administrator

        • image
        • image
        • AZ
        • CA
        • ID
        • NV
        • WA

        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.

              64 Willow Place
              Suite 200
              Menlo Park, CA 94025
            • Kathie Fordham Profile Photo

              Kathie Fordham

              Senior Client Associate

              • image
              • image
              • AZ
              • CA
              • ID
              • NV
              • OR
              • WA

              Kathie Fordham is a Senior Registered Client Service Associate and has been with the team for nearly 20 years.  She attended Chico State University and San Diego State University and received her degree in the Arts.  She started her career in finance in 1984 with a short 2 year break after her third child was born.  Kathie has three grown children and just became a grandmother last year. She enjoys being outdoors, hiking and spending time with her new granddaughter.

                    64 Willow Place
                    Suite 200
                    Menlo Park, CA 94025
                  A team approach

                  A team approach

                  charts

                  Investment management

                  Retirement planning

                  Retirement planning

                  Legacy—Wealth for others

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $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

                  Insights