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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
