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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Associate Director
Senior Wealth Strategy Associate
As a Partner with the Teixeira Loughran Group of UBS, our clients are my focus. We help individuals and families form a path towards meeting their unique financial goals. Whether you are saving to purchase a first home, starting a new business, planning for college tuition, or retiring from a lengthy career – we will serve as an experienced sounding board.
Providing financial planning advice requires a deep understanding of the client – both where they are now and where they wish to be in the future. Together, we’ll review your complete picture, including: assets and liabilities, cash flow, family makeup, professional aspirations, personal interests – and most importantly, both short and long term financial goals.
The Teixeira Loughran Group is a small boutique within the large global franchise of UBS Financial Services. Our main objective is to help clients improve their financial, emotional and personal well-being. The team has decades of experience, through many market cycles, assisting clients from many walks of life – business owners, corporate executives, school teachers, young families, retirees, and professional athletes – across the entirety of the U.S. and beyond. Quality of service is a top priority, as clients can at all times expect integrity, respect, and reliability – from a team they can grow with and trust.
I joined UBS along with the rest of the team during the Summer of 2016 and prior to that had served the Teixeira Loughran Group in a similar capacity at Merrill Lynch. My loving wife Danielle and I reside in Chatham, New Jersey with our two wonderful children, Cooper and Charlotte. We spend our free time enjoying the company of family and friends, and seeking new adventures to explore.
CERTIFIED FINANCIAL PLANNER™
M.B.A. University of Maryland (Robert H. Smith)
B.S. Northeastern University (D'Amore-McKim)
CA Insurance #0M40109
Education
Associate Director
Senior Wealth Strategy Associate
As a Partner with the Teixeira Loughran Group of UBS, our clients are my focus. We help individuals and families form a path towards meeting their unique financial goals. Whether you are saving to purchase a first home, starting a new business, planning for college tuition, or retiring from a lengthy career – we will serve as an experienced sounding board.
Providing financial planning advice requires a deep understanding of the client – both where they are now and where they wish to be in the future. Together, we’ll review your complete picture, including: assets and liabilities, cash flow, family makeup, professional aspirations, personal interests – and most importantly, both short and long term financial goals.
The Teixeira Loughran Group is a small boutique within the large global franchise of UBS Financial Services. Our main objective is to help clients improve their financial, emotional and personal well-being. The team has decades of experience, through many market cycles, assisting clients from many walks of life – business owners, corporate executives, school teachers, young families, retirees, and professional athletes – across the entirety of the U.S. and beyond. Quality of service is a top priority, as clients can at all times expect integrity, respect, and reliability – from a team they can grow with and trust.
I joined UBS along with the rest of the team during the Summer of 2016 and prior to that had served the Teixeira Loughran Group in a similar capacity at Merrill Lynch. My loving wife Danielle and I reside in Chatham, New Jersey with our two wonderful children, Cooper and Charlotte. We spend our free time enjoying the company of family and friends, and seeking new adventures to explore.
CERTIFIED FINANCIAL PLANNER™
M.B.A. University of Maryland (Robert H. Smith)
B.S. Northeastern University (D'Amore-McKim)
CA Insurance #0M40109
Education
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$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
