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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Credentials
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
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