Senior Vice President–Wealth Management
Financial Advisor
Personal & Community
Accomplishments
Education
Recognized as an industry leader:
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Personal & Community
Accomplishments
Education
Recognized as an industry leader:
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Financial Advisor
Personal & Community
Accomplishments
Education
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Personal & Community
Accomplishments
Education
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Registered Client Associate
Julie comes to UBS from US Bancorp where she worked most recently as a Wealth Management Associate for 6 years, and previously in branch management. Julie earned her BA from St. Olaf College with degrees in Economics and History and an emphasis in Finance. Outside of work Julie enjoys spending time with friends and family, yoga, reading, travel and being outside.
Education
MN Agent License : 40037948
Registered Client Associate
Julie comes to UBS from US Bancorp where she worked most recently as a Wealth Management Associate for 6 years, and previously in branch management. Julie earned her BA from St. Olaf College with degrees in Economics and History and an emphasis in Finance. Outside of work Julie enjoys spending time with friends and family, yoga, reading, travel and being outside.
Education
MN Agent License : 40037948
Senior Registered Client Associate
Deb lives in Ramsey, Minnesota, with her husband, Mitch. With several years of experience in the financial services industry, she has built a diverse background serving in a variety of roles, including branch management, which has provided her with a well-rounded perspective on client service and financial guidance. Outside of work, Deb enjoys spending time in her garden, playing the piano, and volunteering at her church. She values community involvement and bringing the same dedication and care to her personal interests that she brings to helping clients achieve their financial goals.
Education:
Senior Registered Client Associate
Deb lives in Ramsey, Minnesota, with her husband, Mitch. With several years of experience in the financial services industry, she has built a diverse background serving in a variety of roles, including branch management, which has provided her with a well-rounded perspective on client service and financial guidance. Outside of work, Deb enjoys spending time in her garden, playing the piano, and volunteering at her church. She values community involvement and bringing the same dedication and care to her personal interests that she brings to helping clients achieve their financial goals.
Education:
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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