Experience

Makes all the difference

Andrew Le, CFP

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

305 Lytton Ave
Palo Alto, CA 94301

Email Me

andrew.le@ubs.com
Andrew Le, CFP
305 Lytton Ave,Palo Alto,CA,94301

Pamela Davies

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

305 Lytton Ave
Palo Alto, CA 94301

Email Me

pamela.davies@ubs.com
Pamela Davies
305 Lytton Ave,Palo Alto,CA,94301

Marcus Jones

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • DC
  • HI
  • ID
  • IL
  • MA
  • NC
  • NJ
  • NV
  • OR
  • WA
305 Lytton Ave
Palo Alto, CA 94301

Email Me

marcus.c.jones@ubs.com
Marcus Jones
305 Lytton Ave,Palo Alto,CA,94301

Dawn Aquilina

Authorized Officer

Team Administrator

Registered States:
  • AZ
  • CA
  • ID
  • NV
  • WA
305 Lytton Ave
Palo Alto, CA 94301

Email Me

dawn.aquilina@ubs.com
Dawn Aquilina
305 Lytton Ave,Palo Alto,CA,94301

Vincent Andrighetto

Client Associate

Registered States:
  • AZ
  • CA
  • ID
  • NV
  • TN
  • WA
305 Lytton Ave
Palo Alto, CA 94301

Email Me

vincent.andrighetto@ubs.com
Vincent Andrighetto
305 Lytton Ave,Palo Alto,CA,94301

Theresa Hoang

Client Associate

305 Lytton Ave
Palo Alto, CA 94301

Email Me

theresa.hoang@ubs.com
Theresa Hoang
305 Lytton Ave,Palo Alto,CA,94301

Lauren Buckner

Client Associate

305 Lytton Ave
Palo Alto, CA 94301

Email Me

lauren.buckner@ubs.com
Lauren Buckner
305 Lytton Ave,Palo Alto,CA,94301