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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.
First Vice President–Wealth Management
Financial Advisor
My passion is delivering personalized attention, frequent communication, and comprehensive planning to my clients. These are a few of the services that they can expect from my team and me. Through a disciplined process of wealth management, that includes investment advice and estate planning, as well as preparing for retirement and educational needs our clients are our number one focus. Every individual deserves a unique and comfortable experience.
I began my career as a financial advisor in 1981 with Bache & Co. and joined UBS Financial Services in 2008. Professional designations that I have earned include Certified Wealth Strategist (CWS®), a focused title that aligns the needs of financial services firms, advisors, and consumers. As well, I am a UBS certified Wealth Advisor, which enables me to confidently address complex client needs with a comprehensive array of wealth management services. I received a bachelors degree from Tulane University and a masters degree from the University of Southern California.
Originally from Albany, New York, I moved to central Florida in 1971, and currently live in Maitland with my wife, Laura. Our three children live in Israel, Chicago, and Orlando. I am very active in community service, serving on the board of Share the Care, an organization that provides support services to senior citizens and their permanent caregivers as well as on the board of the EnzianFilm Society, a nonprofit art-house theater that sponsors the Florida Film Festival. In addition, I was on the board and finance committee of Camp Ramah Darom in Atlanta, as well as on the Investment Committee for the Central Florida Foundation. In my spare time, I enjoy spending time with my family, watching movies and writing a blog about the films I've seen as well as gardening.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
My passion is delivering personalized attention, frequent communication, and comprehensive planning to my clients. These are a few of the services that they can expect from my team and me. Through a disciplined process of wealth management, that includes investment advice and estate planning, as well as preparing for retirement and educational needs our clients are our number one focus. Every individual deserves a unique and comfortable experience.
I began my career as a financial advisor in 1981 with Bache & Co. and joined UBS Financial Services in 2008. Professional designations that I have earned include Certified Wealth Strategist (CWS®), a focused title that aligns the needs of financial services firms, advisors, and consumers. As well, I am a UBS certified Wealth Advisor, which enables me to confidently address complex client needs with a comprehensive array of wealth management services. I received a bachelors degree from Tulane University and a masters degree from the University of Southern California.
Originally from Albany, New York, I moved to central Florida in 1971, and currently live in Maitland with my wife, Laura. Our three children live in Israel, Chicago, and Orlando. I am very active in community service, serving on the board of Share the Care, an organization that provides support services to senior citizens and their permanent caregivers as well as on the board of the EnzianFilm Society, a nonprofit art-house theater that sponsors the Florida Film Festival. In addition, I was on the board and finance committee of Camp Ramah Darom in Atlanta, as well as on the Investment Committee for the Central Florida Foundation. In my spare time, I enjoy spending time with my family, watching movies and writing a blog about the films I've seen as well as gardening.
Education
Credentials
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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