Let's move forward. Together.

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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.

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Pursuing your goals together

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.

  • Linda Standen Profile Photo

    Linda Standen

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • MI
    • MO
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SD
    • TX
    • VA
    • WA
    • WY

    Linda began her practice in 2005 with a single, simple desire: to help people improve their lives and futures. She brings an active, lean-forward approach to her practice, offering a considered and thoughtful perspective in the areas of asset management, corporate benefits, retirement planning and support for people facing financial decisions after a loss or divorce. Two-parts math/science/stats buff and one-part psychologist, Linda offers financial advice clients describe as lifestyle coaching and support.

    Linda moved her practice from Merrill Lynch to UBS in August of 2018, and she brings a wealth of knowledge and experience to her role as a seasoned Senior Portfolio Manager. She firmly believes that getting deep into the details of her clients’ finances gives her a granular, market-level view of new investment opportunities. Drawing on her background as a corporate executive at Pac Bell/SBC (now AT&T), Linda is uniquely qualified to help both employees and executives leverage benefits packages and rollovers, and her impressive roster of referral-based business speaks to a highly satisfied client base.

    Linda’s passion for helping extends to other areas of her life as well. She is on the Salvation Army Advisory Board, where she specializes in family housing and rehabilitation facilities, and has also volunteered at a church-based youth education program. In addition, Linda was Board President of her local Little League chapter for four years and has run fundraisers for the school athletic program in her district. In her spare time, Linda loves cooking and wine. An exercise enthusiast with a green thumb, you’re as likely to find her in the back garden as you are at her local gym.

     

    • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • UC Irvine, Civil Engineering
    • Harvard University, Program for Management Development
    • Senior Portfolio Manager
    • Chartered Retirement Planning Counselor℠
    1255 Treat Blvd
    Suite 1000
    Walnut Creek, CA 94597
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    Robin Mehrer

    Client Associate

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            1255 Treat Blvd
            Suite 1000
            Walnut Creek, CA 94597
          Family Beach

          My clients

          couple on boardwalk

          Comprehensive wealth management

          Grandmother and child

          Investment management

          Three business people

          You come first

          Legacy—Wealth for others

          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.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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