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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

Andrew Le, CFP

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

Andrew Le, CFP

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

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

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

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

Pamela Davies

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

Pamela Davies

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

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

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Marcus Jones

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • DC
  • HI
  • ID
  • IL
  • MA
  • NC
  • NJ
  • NV
  • OR
  • WA

Marcus Jones

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Marcus Jones

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • DC
  • HI
  • ID
  • IL
  • MA
  • NC
  • NJ
  • NV
  • OR
  • WA
64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Dawn Aquilina

Authorized Officer

Team Administrator

Registered States:
  • AZ
  • CA
  • ID
  • NV
  • WA

Dawn Aquilina

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Dawn Aquilina

Authorized Officer

Team Administrator

Registered States:
  • AZ
  • CA
  • ID
  • NV
  • WA
64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Vincent Andrighetto

Client Associate

Registered States:
  • AZ
  • CA
  • ID
  • NV
  • TN
  • WA

Vincent Andrighetto

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Vincent Andrighetto

Client Associate

Registered States:
  • AZ
  • CA
  • ID
  • NV
  • TN
  • WA
64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Theresa Hoang

Client Associate

Theresa Hoang

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Theresa Hoang

Client Associate

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Lauren Buckner

Client Associate

Lauren Buckner

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Lauren Buckner

Client Associate

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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