Senior Vice President–Wealth Management
Financial Advisor
Mitch has been in the industry since 2002, when he was hired by A G Edwards & Sons, Inc. in Westlake CA. It was there he earned the Accredited Asset Management Specialist(AAMS ®) designation. He moved back east in 2004 to be closer to family and to take a position at Smith Barney. Mitch joined UBS in 2009.
"The general focus of what I do is investment management. However, that investment starts with the client and "why" are they investing. I believe the reason people invest is about more than money; it's to retire, provide for a child's wedding, etc. Understanding that "why" creates the starting point. From there we plan, invest, manage, and review your portfolio. Understanding what you are trying to accomplish tells us what to focus on, because that is what’s important to you."
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mitch has been in the industry since 2002, when he was hired by A G Edwards & Sons, Inc. in Westlake CA. It was there he earned the Accredited Asset Management Specialist(AAMS ®) designation. He moved back east in 2004 to be closer to family and to take a position at Smith Barney. Mitch joined UBS in 2009.
"The general focus of what I do is investment management. However, that investment starts with the client and "why" are they investing. I believe the reason people invest is about more than money; it's to retire, provide for a child's wedding, etc. Understanding that "why" creates the starting point. From there we plan, invest, manage, and review your portfolio. Understanding what you are trying to accomplish tells us what to focus on, because that is what’s important to you."
Credentials
Financial Advisor
Accredited Portfolio Management Advisor℠
Credentials
Financial Advisor
Accredited Portfolio Management Advisor℠
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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