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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Vice President–Wealth Management
Financial Advisor
I began my career in financial services when I joined PaineWebber in 1999 (which was later acquired by UBS). My role is to understand your needs and to help you grow and protect your wealth to fulfill your life goals. Careful financial planning is a key element of this process and has helped me guide clients through some of the most turbulent market conditions in history
Many of my clients are individuals who have built their wealth through hard work and being committed to their careers or businesses. I believe I earn their confidence and loyalty by demonstrating these same attributes in managing their wealth.
Originally from Northern Ireland I have lived for the past 17 years in Naples, Florida with my wife Lynne. Away from UBS I enjoy cycling, swimming and foreign travel.
Education
Vice President–Wealth Management
Financial Advisor
I began my career in financial services when I joined PaineWebber in 1999 (which was later acquired by UBS). My role is to understand your needs and to help you grow and protect your wealth to fulfill your life goals. Careful financial planning is a key element of this process and has helped me guide clients through some of the most turbulent market conditions in history
Many of my clients are individuals who have built their wealth through hard work and being committed to their careers or businesses. I believe I earn their confidence and loyalty by demonstrating these same attributes in managing their wealth.
Originally from Northern Ireland I have lived for the past 17 years in Naples, Florida with my wife Lynne. Away from UBS I enjoy cycling, swimming and foreign travel.
Education
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
