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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous years on record—and over the past 26 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2006 after 20 years at Smith Barney-Citigroup. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. My focus on the community I live in is exemplified by the time I volunteer with the Birmingham Rotary Club and South Oakland Shelter for the homeless. My major passions outside of UBS are my three children, reading, golf and travel.
Credentials
Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous years on record—and over the past 26 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2006 after 20 years at Smith Barney-Citigroup. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. My focus on the community I live in is exemplified by the time I volunteer with the Birmingham Rotary Club and South Oakland Shelter for the homeless. My major passions outside of UBS are my three children, reading, golf and travel.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
