Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pamela Davies

Senior Vice President–Wealth Management

Pam Davies is a Senior Vice President at UBS. Pam helps clients develop strategies regarding Retirement and Estate Planning, Institutional Money Management, and Fixed Income. She has a degree in business from the University of Nevada, Reno. Prior to joining UBS, Pam was with Morgan Stanley since 1984. Since joining UBS, Pam has earned the distinguish designation as a Wealth Advisor. A California native and avid skier, Pam resides in Redwood City with her son and has been an active school board member and volunteer. She is past president of the Finance Board of St. Raymond Church in Menlo Park.

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
  • TN
  • TX
  • VA
  • WA
  • WI

  • 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

Education

  • Business, University of Nevada, Reno

Credentials

  • Wealth Advisor

Financial planning
Retirement planning
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7038

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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