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$6 trn
UBS Group invested assets
As of 12/31/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
Michael Roy has been a Financial Advisor for over twenty seven (27) years. Michael joined UBS Financial Services, Inc. in August of 2006 following 19 years of previous employment at Morgan Stanley and Smith Barney. Prior to his investment profession, Michael earned an All-American Selection for Baseball in 1983. He then went on to play two (2) years of professional baseball for the Minnesota Twins organization. In 1985, Michael received his B.A. from Western Kentucky University where he was a member of the Dean's List at the university. In 1997 Michael was named Senior Vice President in recognition of his outstanding services to his clients and the industry. He focuses on Personal Wealth Management, Retirement Planning*, Money Manager Consulting Services, as well as the Design/Implementation of Qualified Retirement Plans for Corporate, Small Business and or Self-Employed Clientele. Michael is a native of Waterloo, Illinois and currently resides in Eureka, Missouri with Cindy, his wife and their children Rebekah (21) and Alexander (16).
Senior Vice President–Wealth Management
Financial Advisor
Michael Roy has been a Financial Advisor for over twenty seven (27) years. Michael joined UBS Financial Services, Inc. in August of 2006 following 19 years of previous employment at Morgan Stanley and Smith Barney. Prior to his investment profession, Michael earned an All-American Selection for Baseball in 1983. He then went on to play two (2) years of professional baseball for the Minnesota Twins organization. In 1985, Michael received his B.A. from Western Kentucky University where he was a member of the Dean's List at the university. In 1997 Michael was named Senior Vice President in recognition of his outstanding services to his clients and the industry. He focuses on Personal Wealth Management, Retirement Planning*, Money Manager Consulting Services, as well as the Design/Implementation of Qualified Retirement Plans for Corporate, Small Business and or Self-Employed Clientele. Michael is a native of Waterloo, Illinois and currently resides in Eureka, Missouri with Cindy, his wife and their children Rebekah (21) and Alexander (16).
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
