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$5+ trillion
In invested assets globally
As of 11/07/2023
Vice President–Wealth Management
Financial Advisor
Narayan works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. He collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, and exit planning for business owners.
Passionate about building enduring client relationships through outstanding and personalized service, Narayan advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. He believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.
Narayan began his career in the financial services industry in 1996, after earning his MBA from Bowling Green State University. He is a Certified Financial Planner® (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations.
Vice President–Wealth Management
Financial Advisor
Narayan works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. He collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, and exit planning for business owners.
Passionate about building enduring client relationships through outstanding and personalized service, Narayan advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. He believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.
Narayan began his career in the financial services industry in 1996, after earning his MBA from Bowling Green State University. He is a Certified Financial Planner® (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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
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
