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
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.
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