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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
I am a Cape Cod native who's devoted first and foremost to my family. The desire to provide a stable and secure life for my young and growing family motivates me everyday to succeed in this business. By far, the most satisfying aspect of my job is helping other families achieve financial peace of mind. I thoroughly enjoy interacting with people from all walks of life. As a Financial Advisor, my goal is to take away all of the stress and worry that accompany tough financial decisions, and provide solutions in a way that makes you feel comfortable. I work carefully and thoroughly to understand the issue in order to find the best possible solutions in an ever-changing and complicated financial world, so that you don't have to. So that you can go and enjoy the life that you've worked so hard to attain, and so you can sleep easy at night confident that there is someone watching over your financial well-being.
Education
First Vice President–Wealth Management
Financial Advisor
I am a Cape Cod native who's devoted first and foremost to my family. The desire to provide a stable and secure life for my young and growing family motivates me everyday to succeed in this business. By far, the most satisfying aspect of my job is helping other families achieve financial peace of mind. I thoroughly enjoy interacting with people from all walks of life. As a Financial Advisor, my goal is to take away all of the stress and worry that accompany tough financial decisions, and provide solutions in a way that makes you feel comfortable. I work carefully and thoroughly to understand the issue in order to find the best possible solutions in an ever-changing and complicated financial world, so that you don't have to. So that you can go and enjoy the life that you've worked so hard to attain, and so you can sleep easy at night confident that there is someone watching over your financial well-being.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$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
