$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
Senior 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

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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