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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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
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.
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
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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
