Email Me
$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
Since 1986, Nancy Ubaldi has served as First Vice President of Wealth Management at UBS – the world's largest global wealth management firm. With over $185,000,000 assets under management, Nancy has developed a thriving business through her unwavering ability to guide successful families with investing, perpetuating, and transferring their wealth. Along with her extensive knowledge of tax efficient wealth strategies, Nancy's holistic approach to wealth management has enabled her clients to achieve their personal financial goals. Her ability to explain the markets relative to their individual needs has given them comfort and confidence for decades. Nancy has an extensive background in education in the financial services industry, and has earned numerous accreditations throughout her career.
Nancy holds the Series 7, Series 63, and Series 67 Securities Licenses, as well as life, health, long term care insurance and variable annuity insurance licenses. She has received the esteemed Wealth Designation, and holds two teaching credentials from San Francisco State University.
Nancy prioritizes community involvement in a variety of ways. Her dedication towards public service has led her to serve as the Membership Chair for American Association of University Women, a Music Therapy Volunteer at Hope Hospice, and hold several leadership positions within Dublin United Youth Soccer League.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Since 1986, Nancy Ubaldi has served as First Vice President of Wealth Management at UBS – the world's largest global wealth management firm. With over $185,000,000 assets under management, Nancy has developed a thriving business through her unwavering ability to guide successful families with investing, perpetuating, and transferring their wealth. Along with her extensive knowledge of tax efficient wealth strategies, Nancy's holistic approach to wealth management has enabled her clients to achieve their personal financial goals. Her ability to explain the markets relative to their individual needs has given them comfort and confidence for decades. Nancy has an extensive background in education in the financial services industry, and has earned numerous accreditations throughout her career.
Nancy holds the Series 7, Series 63, and Series 67 Securities Licenses, as well as life, health, long term care insurance and variable annuity insurance licenses. She has received the esteemed Wealth Designation, and holds two teaching credentials from San Francisco State University.
Nancy prioritizes community involvement in a variety of ways. Her dedication towards public service has led her to serve as the Membership Chair for American Association of University Women, a Music Therapy Volunteer at Hope Hospice, and hold several leadership positions within Dublin United Youth Soccer League.
Personal & Community
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
