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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous months on record—and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 21 years at Smith Barney.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
I earned my bachelor’s degree in Finance from Thomas Jefferson University. My wife and I live in Fort Washington. We just welcomed our first grandchild Skylar.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous months on record—and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 21 years at Smith Barney.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
I earned my bachelor’s degree in Finance from Thomas Jefferson University. My wife and I live in Fort Washington. We just welcomed our first grandchild Skylar.
Education
Credentials
Lets connect
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
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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