$7 trn
UBS Group invested assets
As of 12/31/2025
![[Wealth Way] Multigenerational planning](mediahandler/dynamicmedia/628667/_Wealth Way_ Multigenerational planning.jpg)
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Branch Office Administrator
Authorized Officer
Wealth Planning Associate
Executive Director
Senior Wealth Strategist
Executive Director
Wealth Planning Strategist
NMLS #641853
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
WMA Salesperson
Managing Director
Investment / Sales Specialist
Executive Director
Wealth Planning Strategist
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Branch Office Administrator
Authorized Officer
Wealth Planning Associate
Executive Director
Senior Wealth Strategist
Executive Director
Wealth Planning Strategist
NMLS #641853
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
WMA Salesperson
Managing Director
Investment / Sales Specialist
Executive Director
Wealth Planning Strategist
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.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
