Local focus. Global access.

One relationship. All of UBS.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Globe

Leila Fayaz Larijani

Senior Vice President–Wealth Management

Financial Advisor

Leila has been active in the financial services industry for over 25 years.  Before joining UBS, she spent five years as a financial advisor at Oppenheimer & Co. and prior to that, she worked for eight years at Lehman Brothers in fixed-income derivative sales and the mortgage group.  Early in her career, she gained practical experience as an estimator at Clark Construction Corporation and as a coordinator at the United Nations in New York.

Leila is a graduate of the School of Foreign Service at Georgetown University and of the Graduate School of Arts and Sciences at New York University.  She hold Series 7, 63 and 65 licenses in addition to licenses for life, health, annuities and long-term care insurance.  She attained the designation as a Certified Investment Management Analyst (CIMA®) from the Wharton School of Business, the Wealth Advisor designation from UBS in addition to the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations.

While Leila is involved with a number of community and charitable organizations, she makes it a priority to stay up-to-date and educated while maintaining her licenses and designations.  This continuous process provides her with specific expertise to make sound judgments about resources available and their application.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Education

  • School of Foreign Service at Georgetown University
  • Graduate School of Arts and Sciences at New York University

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-4736

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational 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