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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
Financial Advisor
Monda Hanna is a Senior Vice President of Investments with UBS Wealth Management Americas. She has been in the investment business for forty years. Her practice emphasizes investment in a strategic asset allocation tailored to meet each client’s specific financial needs, comfort levels and risk tolerances. She assists clients with their IRA rollovers and focuses on how they can best achieve their investment goals during both the accumulation and distribution stages of their financial lives.
Senior Vice President–Wealth Management
Financial Advisor
Monda Hanna is a Senior Vice President of Investments with UBS Wealth Management Americas. She has been in the investment business for forty years. Her practice emphasizes investment in a strategic asset allocation tailored to meet each client’s specific financial needs, comfort levels and risk tolerances. She assists clients with their IRA rollovers and focuses on how they can best achieve their investment goals during both the accumulation and distribution stages of their financial lives.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
