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
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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
305 Lytton Ave
Palo Alto, CA 94301

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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      What if tariffs are not legal?

      Posted by: Paul Donovan

      ubs.com Sept 12, 2025

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      A leap forward

      The sustainability of fiscal policy is increasingly coming into focus for investors, especially in countries where there is no stable political majority. In the medium term, investors with more risk-tolerant strategies are likely to fare better than those who rely on money-market instruments in a low interest rate environment.

      ubs.com Sept 12, 2025

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