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$5+ trillion
In invested assets globally
As of 11/07/2023
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Chartered Retirement Plans Specialist
My mission is to be the one person my clients can count on to consider all areas of their needs and discovering what might impact their wealth, often because no one knew to ask the right questions. Taking the time to understand all aspects of your financial world and coordinating with your CPA"s and lawyers helps me make sure all your advice is designed to work together. I was 46 when my children lost their father and it reinforced my knowledge that we must plan for the unexpected at least as thoroughly as our dreams and goals. Meeting goals, both financial and personal is my priority for myself and my clients. I manage the wealth of high net worth individuals and institutions with a focus on long term planning strategies and risk management. Understanding my clients interests and concerns and tailoring a plan to meet those goals is what makes me successful. Having close relationships to terrific clients who have entrusted me with their savings is what makes it gratifying to me personally.
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
Credentials
Senior Vice President–Wealth Management
Chartered Retirement Plans Specialist
My mission is to be the one person my clients can count on to consider all areas of their needs and discovering what might impact their wealth, often because no one knew to ask the right questions. Taking the time to understand all aspects of your financial world and coordinating with your CPA"s and lawyers helps me make sure all your advice is designed to work together. I was 46 when my children lost their father and it reinforced my knowledge that we must plan for the unexpected at least as thoroughly as our dreams and goals. Meeting goals, both financial and personal is my priority for myself and my clients. I manage the wealth of high net worth individuals and institutions with a focus on long term planning strategies and risk management. Understanding my clients interests and concerns and tailoring a plan to meet those goals is what makes me successful. Having close relationships to terrific clients who have entrusted me with their savings is what makes it gratifying to me personally.
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
Credentials
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
$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
