Senior Vice President–Wealth Management
Financial Advisor
Trevor is the proud leader of The Morris Cruz Group and brings over 30 years of industry experience advising clients to the team. He has been with UBS since 2000. As team leader, Trevor oversees all aspects of the group's investment management process. His investment skills are invaluable to the team, with his extensive experience in equity research and analysis and asset allocation.
Trevor graduated from Stanford University, and earned an M.B.A. from Harvard University. He lives in San Marino and enjoys cars, gardening and spending quality time with family and friends.
Education
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Senior Vice President–Wealth Management
Financial Advisor
Trevor is the proud leader of The Morris Cruz Group and brings over 30 years of industry experience advising clients to the team. He has been with UBS since 2000. As team leader, Trevor oversees all aspects of the group's investment management process. His investment skills are invaluable to the team, with his extensive experience in equity research and analysis and asset allocation.
Trevor graduated from Stanford University, and earned an M.B.A. from Harvard University. He lives in San Marino and enjoys cars, gardening and spending quality time with family and friends.
Education
Let's connect
Financial Advisor
Education
Let's connect
Financial Advisor
Education
Let's connect
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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