4
Advisors on the team
4
Advisors on the team
110
Collective years of experience
6 person
seasoned team
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.
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.
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Registered Client Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Registered Client Associate
Senior Vice President–Wealth Management
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.
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.
Ernie McFadden was a founding partner of Legacy Wealth Management in 2012. Sadly, in August 2024 we lost Ernie after a battle with cancer.
We will all miss Ernie’s sunny disposition, his quick wit, wise advice, and great friendship. He helped shape the culture and the core values of the team – how we work with and treat each other and our clients. We are proud to have had Ernie as a colleague, mentor, and friend over the years.
Click here to read Ernie’s obituary.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
An overview of philanthropic strategies and their impact to help you evaluate different options.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
