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$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
It’s the important things—our families, our values,
the impact we have on others—that connect us.
And although making sense of it all can be hard,
asking the right questions can make things clearer.
So when I talk to you about wealth management,
I want to learn about those life questions that are
on your mind. “Should I start my own business?
Is it better to leave my kids everything? Or
nothing? How do I set up a charitable fund? Will
my family be ok when I’m gone?”Together, I know we can find the
answers.
Senior Vice President–Wealth Management
Financial Advisor
It’s the important things—our families, our values,
the impact we have on others—that connect us.
And although making sense of it all can be hard,
asking the right questions can make things clearer.
So when I talk to you about wealth management,
I want to learn about those life questions that are
on your mind. “Should I start my own business?
Is it better to leave my kids everything? Or
nothing? How do I set up a charitable fund? Will
my family be ok when I’m gone?”Together, I know we can find the
answers.
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
