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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
Certified Investment Management Analyst®
As a Wealth Advisor with UBS, my team and I support affluent families and businesses manage their financial assets, their risk and their legacies.
By understanding and engaging in our clients stories and utilizing our in-depth knowledge, we are driven to have an impact on them and their communities.
We do this by helping families make the big financial decisions that align with their goals. We help our clients empower themselves to see the big picture….what is the long term impact of my investments; how much can I spend; how much do I need to retire or if I live to be 100 will I have enough?
And we do this by utilizing financial planning tools, cash flow planning, social security planning etc. So the clients we work with have a clear picture of their financial goals, their diversity and allocation of investments and understand it's not just about the markets. We then couple all that with the capabilities, research and expertise of the largest wealth manager in world with a concierge level of service.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Certified Investment Management Analyst®
As a Wealth Advisor with UBS, my team and I support affluent families and businesses manage their financial assets, their risk and their legacies.
By understanding and engaging in our clients stories and utilizing our in-depth knowledge, we are driven to have an impact on them and their communities.
We do this by helping families make the big financial decisions that align with their goals. We help our clients empower themselves to see the big picture….what is the long term impact of my investments; how much can I spend; how much do I need to retire or if I live to be 100 will I have enough?
And we do this by utilizing financial planning tools, cash flow planning, social security planning etc. So the clients we work with have a clear picture of their financial goals, their diversity and allocation of investments and understand it's not just about the markets. We then couple all that with the capabilities, research and expertise of the largest wealth manager in world with a concierge level of service.
Recognized as an industry leader:
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.
Education
Credentials
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
