For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
Senior Vice President–Wealth Management
Financial Advisor
I have worked in the financial services industry for over 40 years and the past 20 have been with UBS Financial Services, Inc. My business focuses on long-term financial planning. I meet in person with clients to get a complete understanding of their goals, current assets, cash flow, and risk tolerance. Then we work together to build an investment strategy that suits their individual needs and comfort level. I believe that a solid portfolio incorporates diversified asset allocation, and it should be reevaluated at least annually.
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
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I have worked in the financial services industry for over 40 years and the past 20 have been with UBS Financial Services, Inc. My business focuses on long-term financial planning. I meet in person with clients to get a complete understanding of their goals, current assets, cash flow, and risk tolerance. Then we work together to build an investment strategy that suits their individual needs and comfort level. I believe that a solid portfolio incorporates diversified asset allocation, and it should be reevaluated at least annually.
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
Education
Credentials
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
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
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