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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
