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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
Financial Advisor
As Senior Vice President of Investments, Michael is committed to providing comprehensive solutions to his clients' financial planning needs. His areas of expertise include investment management, retirement planning, tax planning and estate planning.
Prior to joining in 2011, Michael served as a First Vice President of Investments for eleven years at Morgan Stanley and Smith Barney, where he was responsible for financial planning, portfolio management, client relationship management and strategic planning. Prior to 2000, he was the owner of Security Safe, a large regional security firm. Upon the sale of Security Safe to The Doyle Group, Michael became President of Doyle Security Services, a company with 125 employees.
Throughout his professional career, Michael has helped highly successful individuals, families and institutions with their financial needs, and continues to provide only the highest standard of care and expertise for wealth creation and preservation. Michael graduated from the University of Buffalo with a B.S. in management.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
As Senior Vice President of Investments, Michael is committed to providing comprehensive solutions to his clients' financial planning needs. His areas of expertise include investment management, retirement planning, tax planning and estate planning.
Prior to joining in 2011, Michael served as a First Vice President of Investments for eleven years at Morgan Stanley and Smith Barney, where he was responsible for financial planning, portfolio management, client relationship management and strategic planning. Prior to 2000, he was the owner of Security Safe, a large regional security firm. Upon the sale of Security Safe to The Doyle Group, Michael became President of Doyle Security Services, a company with 125 employees.
Throughout his professional career, Michael has helped highly successful individuals, families and institutions with their financial needs, and continues to provide only the highest standard of care and expertise for wealth creation and preservation. Michael graduated from the University of Buffalo with a B.S. in management.
Education
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
Global leader
UBS is a leading and truly global wealth manager
