Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Bruce Neal is the Lead Partner of The Neal Wealth Consulting Group. As a Registered Investment Advisor with nearly three decades of experience, Bruce focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Bruce has also provided progressive advisory solutions for corporations, ultra-high net worth clients, endowments, and foundations. As a seasoned Investment Advisor, Bruce has navigated a wide array of market environments to create tailored portfolios, investment solutions and capital allocation decisions to guide clients to their investment objectives. Bruce attended Boston University and graduated from Virginia Commonwealth University with a Bachelor of Science in Economics and Finance.
Senior Vice President–Wealth Management
Financial Advisor
Bruce Neal is the Lead Partner of The Neal Wealth Consulting Group. As a Registered Investment Advisor with nearly three decades of experience, Bruce focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Bruce has also provided progressive advisory solutions for corporations, ultra-high net worth clients, endowments, and foundations. As a seasoned Investment Advisor, Bruce has navigated a wide array of market environments to create tailored portfolios, investment solutions and capital allocation decisions to guide clients to their investment objectives. Bruce attended Boston University and graduated from Virginia Commonwealth University with a Bachelor of Science in Economics and Finance.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
