Consistent guidance. Lasting relationships.

Mountain climbers reaching the summit

We believe that providing personalized financial advice starts by asking the right questions. Many of our long-term relationships have lasted for decades because we take the time to get to know each client’s needs for today and goals for the future.

With more than 30 years of experience and over 50 years of team experience, we can help you anticipate the opportunities and challenges that lie ahead.

Talking to clients over the years has taught me to listen to what they say, as well as what they don’t. This may mean the difference between a plan they say they want, and the one they actually need.

- Troy Litle, Senior Vice President–Wealth Management

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.

  • Troy A. Litle

    Troy Litle

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IN
    • KS
    • MT
    • NC
    • NV
    • OH
    • OR
    • SC
    • TN
    • TX
    • WA

    I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

    I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS – one of the world's largest wealth management firms.

     I began my career in March of 1985 and shortly thereafter was tested by fire in the unprecedented correction of 1987. Needless to say the years have provided fertile fields (1996, 2002 and 2008 among a few) to hone my investment skills and theories. These years and experiences have confirmed a thought I subscribed to in 1985. Investing, as in life, is about the basics and the details that lead to success.  FINRA registered, I hold Series 3, 7 and 63 licenses, as wells as, licenses for Fixed and Variable Annuities. Over the years I have assisted clients in many areas such as retirement planning, educational funding, charitable giving and estate planning.

    A long resident of Fresno, my wife Julie and I have two perfect daughters that consume a majority of our time.

          Fig Garden Financial Center
          5200 N Palm - Suite 101
          Fresno, CA 93704
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          Kenneth Rollins

          Client Associate

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          • CA

                Fig Garden Financial Center
                5200 N Palm - Suite 101
                Fresno, CA 93704
              Man Woman Office

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              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

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              UBS is a world-leading wealth manager

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