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$3.3 trillion
In invested assets globally
As of 12/31/2021
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Account Vice President
Financial Advisor
Since 2005 with UBS, I have helped my clients navigate through some rather uncomfortable market volatility and difficult economic times. We were able to do so because we had a plan in place that focused on each client's personal financial goals. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. My bachelor’s degree in management is from Texas Tech University. My interests include Texas Scottish Rite Hospital for Children, Education Reform in Dallas and all outdoor activities.
Education
Account Vice President
Financial Advisor
Since 2005 with UBS, I have helped my clients navigate through some rather uncomfortable market volatility and difficult economic times. We were able to do so because we had a plan in place that focused on each client's personal financial goals. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. My bachelor’s degree in management is from Texas Tech University. My interests include Texas Scottish Rite Hospital for Children, Education Reform in Dallas and all outdoor activities.
Education
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.3 trillion
In invested assets globally
As of 12/31/2021
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
