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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
With a keen focus on clients' personal values and goals, and the impact each financial decision can have, I simplify the complex needs of my clients and their families, and provide clarity and organization through comprehensive financial planning.
As a CERTIFIED FINANCIAL PLANNER™ professional and portfolio manager, I use a consultative process to oversee the development of each client's personal financial plan and investment strategy. My mission is to provide objective and timely financial guidance on clients' assets and liabilities - with the highest level of professional service - in building and preserving wealth for individuals, trusts, retirement plans, and businesses.
I joined UBS in 2020 with over 12 years of experience as a financial advisor. During those years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter. During my tenure at Wells Fargo Advisors, I was recognized as a Premier Advisor and additionally earned the appointment of Blue Chip Council at Morgan Stanley Smith Barney, distinctions that are awarded only to the top portion of advisors at each firm.
I am an active participant in Women's Forums focusing on empowering and mentoring female leaders in the financial services industry, hoping to bring education and awareness to women to assist with their financial needs.
I currently reside in Wayland with my husband, son, daughter, and what feels like a growing list of pets. Outside of work, I am an active runner and outdoor enthusiast enjoying hiking, camping, and skiing.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
With a keen focus on clients' personal values and goals, and the impact each financial decision can have, I simplify the complex needs of my clients and their families, and provide clarity and organization through comprehensive financial planning.
As a CERTIFIED FINANCIAL PLANNER™ professional and portfolio manager, I use a consultative process to oversee the development of each client's personal financial plan and investment strategy. My mission is to provide objective and timely financial guidance on clients' assets and liabilities - with the highest level of professional service - in building and preserving wealth for individuals, trusts, retirement plans, and businesses.
I joined UBS in 2020 with over 12 years of experience as a financial advisor. During those years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter. During my tenure at Wells Fargo Advisors, I was recognized as a Premier Advisor and additionally earned the appointment of Blue Chip Council at Morgan Stanley Smith Barney, distinctions that are awarded only to the top portion of advisors at each firm.
I am an active participant in Women's Forums focusing on empowering and mentoring female leaders in the financial services industry, hoping to bring education and awareness to women to assist with their financial needs.
I currently reside in Wayland with my husband, son, daughter, and what feels like a growing list of pets. Outside of work, I am an active runner and outdoor enthusiast enjoying hiking, camping, and skiing.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
