$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Account Vice President
I joined UBS in January of 2002; after a decade working in various sales and marketing roles, giving me over 17 years of experience in the financial services industry. I believe that personalized service is essential when selecting the appropriate financial plan for my clients. Each plan must reflect their personal and business circumstance and help them build wealth over the long-term.
I focus on assisting my clients with developing comprehensive and diversified investment strategies, income management, financial planning, retirement income planning, as well as credit lines and estate planning, in order to create multi-generation wealth preservation. I am FINRA-registered and hold Series 7 & 66 Securities Licenses as well as insurance licenses for life, accident and variable annuities. Additionally, I have completed all Certified Financial Planner courses with the College for Financial Planning®.
I earned my Bachelor’s degree in Marketing and International Business from Bentley University in Boston in 1991 and I regularly support diverse charities that are related to children. In my spare time, I enjoy traveling, reading and spending quality time with my family.
Education
Account Vice President
I joined UBS in January of 2002; after a decade working in various sales and marketing roles, giving me over 17 years of experience in the financial services industry. I believe that personalized service is essential when selecting the appropriate financial plan for my clients. Each plan must reflect their personal and business circumstance and help them build wealth over the long-term.
I focus on assisting my clients with developing comprehensive and diversified investment strategies, income management, financial planning, retirement income planning, as well as credit lines and estate planning, in order to create multi-generation wealth preservation. I am FINRA-registered and hold Series 7 & 66 Securities Licenses as well as insurance licenses for life, accident and variable annuities. Additionally, I have completed all Certified Financial Planner courses with the College for Financial Planning®.
I earned my Bachelor’s degree in Marketing and International Business from Bentley University in Boston in 1991 and I regularly support diverse charities that are related to children. In my spare time, I enjoy traveling, reading and spending quality time with my family.
Education
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.
Client Associate
Client Associate
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
