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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
My goal as a Vice President of Investments and Chartered Retirement Plan Specialist is to assist plan sponsors in meeting the criteria established under ERISA through our world-class retirement plan capabilities. As one of a select group of financial advisors qualified to participate in the firm's DC Advisory Program, I can assist with the three primary needs of defined contribution clients: Provider Search; Investment Consulting; and Employee Education Consulting. Furthermore, the DC Advisory Program permits me to offer full fee transparency.
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.
Credentials
First Vice President–Wealth Management
My goal as a Vice President of Investments and Chartered Retirement Plan Specialist is to assist plan sponsors in meeting the criteria established under ERISA through our world-class retirement plan capabilities. As one of a select group of financial advisors qualified to participate in the firm's DC Advisory Program, I can assist with the three primary needs of defined contribution clients: Provider Search; Investment Consulting; and Employee Education Consulting. Furthermore, the DC Advisory Program permits me to offer full fee transparency.
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.
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
