$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager