Financial planning and beyond

Low Angle View Of Suspension Bridge

What We Do and Why People Choose to Work With Us

  • Understand our clients - all of their personal investment needs and wealth preservation goals.
  • Determine appropriate asset allocation
  • Assist our clients in selecting Fee Only Money Managers who are independent of UBS Financial Services Inc.
  • Monitor the Manager's progress and recommend change when warranted
  • Assist our clients in selecting tax efficient investments and estate planning strategies
  • Experience since 1988 in helping clients identify fee-based money managers
Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Anthony John Bebbington

    Anthony Bebbington, CFP, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Tony joined the former PaineWebber in 1988. In addition to being a Senior Vice President-Wealth Management for UBS Financial Services Inc. for over 30 years, he is a CERTIFIED FINANCIAL PLANNER™ and holds the designation of CERTIFIED INVESTMENT MANAGEMENT ANALYST® from the Wharton School of the University of Pennsylvania, in conjunction with the Investment Management Consultants Association, Inc. He is a member of the Financial Planning Association and the Investment Management Consultants Association.

    WHY WORK WITH A CIMA®

    Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

    But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2015, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
      • Dipen G. Patel

        Dipen Patel, CFP

        First Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Dipen joined UBS Financial Services Inc. in October 2002. Prior to joining UBS, he held positions in the areas of product engineering, sales and marketing management, in Arizona and Japan. Dipen earned a master’s degree in materials science of engineering from Arizona State University and attended Japanese and culture studies at Vanderbilt University. Dipen is Series 7 licensed and a CERTIFIED FINANCIAL PLANNER™. Dipen is an Accredited Investment Fiduciary®, a designation earned through Fi360. He is also the team’s retirement planning specialist.

              2575 East Camelback Road
              Suite 900
              Phoenix, AZ 85016
            • Gail A. Lesniak

              Gail Lesniak

              Assistant Vice President

              Senior Client Associate

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              • AZ
              • CA
              • IL
              • MT
              • NJ
              • OR
              • TX
              • VA

              Assistant Vice President, Senior Registered Client Service Associate Gail joined the former PaineWebber in 1971. With over 50 years of industry experience, she specializes in working with our high net worth individual and institutional clients. Gail spent five years as an Operations Manager and has been an integral part of the team. She holds the Series 7, 8 and 65 securities licenses as well as life and health insurance licenses and is responsible for overseeing the team’s operations.

                    2575 East Camelback Road
                    Suite 900
                    Phoenix, AZ 85016
                  • Liz French

                    Liz French

                    Senior Client Associate

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                    • AZ
                    • CA
                    • GA
                    • MD
                    • SC

                    Liz French has recently joined Mountain View Wealth Management as a Senior Registered Client Service Associate. Liz adds another layer of excellent client service to our team. She has been in the Financial Services industry since 1990 and joined UBS in April 2013. Liz has a Bachelor of Science degree in Economics from Arizona State University. She holds series 7, 63 and 65 securities licenses. Liz enjoys spending time with family and friends, cooking, a nice glass of wine and supporting ASU.

                          2575 East Camelback Road
                          Suite 900
                          Phoenix, AZ 85016

                        The circular economy: What is it?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        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.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager