Client Associate
Tiffany earned her bachelor's degree in Accounting from Florida Atlantic University in Boca Raton. She began her career in the financial services industry as a branch operations supervisor in 2003, and joined UBS Financial Services in 2014.
Tiffany brings a strong background with experience in operations, customer support, management, banking, accounting and auditing and has vast experience in delivering attentive and effective client service. She supports the team in many aspects, including account service integration and onboarding for our clients. She is a guide for our new clients during the account opening process, and interacts with our existing clients to satisfy their service and operational requests. Tiffany is also the team's notary and holds FINRA Series 7, Series 66 and SIE securities registrations, as well as Life, Health, Variable Annuities and All Lines Adjuster insurance licenses.
In her spare time, Tiffany enjoys bike riding in the beautiful everglades parks of south Florida. She resides in Boynton Beach with her husband, Jonathan, son, Isaiah and their German shepherd, Odin.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Tiffany earned her bachelor's degree in Accounting from Florida Atlantic University in Boca Raton. She began her career in the financial services industry as a branch operations supervisor in 2003, and joined UBS Financial Services in 2014.
Tiffany brings a strong background with experience in operations, customer support, management, banking, accounting and auditing and has vast experience in delivering attentive and effective client service. She supports the team in many aspects, including account service integration and onboarding for our clients. She is a guide for our new clients during the account opening process, and interacts with our existing clients to satisfy their service and operational requests. Tiffany is also the team's notary and holds FINRA Series 7, Series 66 and SIE securities registrations, as well as Life, Health, Variable Annuities and All Lines Adjuster insurance licenses.
In her spare time, Tiffany enjoys bike riding in the beautiful everglades parks of south Florida. She resides in Boynton Beach with her husband, Jonathan, son, Isaiah and their German shepherd, Odin.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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