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$3.9 trillion
In invested assets globally
As of 12/31/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Financial Advisor
In my 14 years of Financial Services experience, I am proud of my accomplishments and the strong relationships I have developed with my clients. I work at UBS because of the availability and cooperation amongst specialists, support staff and management. Clients choose to work with my team because we make them feel comfortable and confident in their investment decisions and that is why I am happy to brand my business at UBS Financial Services Inc. My personal interests include going to the Metropolitan Opera, New York Knicks and playing croquet in Central Park. I enjoy spending time between Long Island and Manhattan.
Personal & Community
Education
Financial Advisor
In my 14 years of Financial Services experience, I am proud of my accomplishments and the strong relationships I have developed with my clients. I work at UBS because of the availability and cooperation amongst specialists, support staff and management. Clients choose to work with my team because we make them feel comfortable and confident in their investment decisions and that is why I am happy to brand my business at UBS Financial Services Inc. My personal interests include going to the Metropolitan Opera, New York Knicks and playing croquet in Central Park. I enjoy spending time between Long Island and Manhattan.
Personal & Community
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
