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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
