$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
Financial Advisor
I hold a Series 7 and 66 Securities license as well as other licenses to offer insurance. In 2012 I earned the Certified Financial Planner designation. In 1994 I earned my B.A. from Miami University and further expanded my studies by earning an M.A. in Training and Development from Xavier University. Before joining UBS I spent 10 years in the non profit arena. Several years ago I happily joined my father, John Galvin's practice at UBS Financial Services. My husband, Tony, and I keep busy chasing our preschool twins, Aiden and Lucy.
Education
Credentials
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.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager