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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
Credentials
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.
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
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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