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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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®), and Certified Investment Management Analyst® (CIMA®) designations.
Lets connect
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®), and Certified Investment Management Analyst® (CIMA®) designations.
Lets connect
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.
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
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UBS is a leading and truly global wealth manager
