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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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