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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
