$3.9 trillion
In invested assets globally
As of 12/31/2022
My first passion is helping people. It’s what inspired me to move on from my life as a corporate executive into providing wealth planning as a financial advisor and senior portfolio manager many years ago. This passion drives me every day to offer a direct, pragmatic approach to wealth that starts with your goals and always seeks to simplify your financial life.
I have built long-lasting relationships by offering high-touch service that is hands-on, detail-focused and transparent. As a financial advisor for people facing a range of issues, I am counted on for support along with financial guidance. And with access to the deep, global resources of UBS, I am especially proud to be part of a firm that shares my focus on always putting our clients first.
Whatever your financial needs or goals, let’s talk. I want you to discover for yourself the difference this level of care and commitment can make.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager