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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Senior Vice President–Wealth Management
Financial Advisor
With 35 years in the financial services industry, Pat is able to draw on her knowledge and experience along with an a network of portfolio managers, strategists, tax and estate planning professionals. While leveraging her investment experience and robust network, she strives to provide customized investment and wealth planning solutions to address her clients’ financial goals and objectives. Professional development is an ongoing focus and she has taken additional courses both at Wharton and Univ. of Chicago related to investment management.
She is passionate about empowering women and regularly hosts educational events with the goal to increase their financial acumen and address their specific needs.
Pat is currently on the board and finance committee for Chrysalis, a non-profit dedicated to creating a pathway to self-sufficiency for the underserved. Additionally, she serves on the finance council at Corpus Christie Parish. An avid skier and cyclist, Pat believes that being mentally as well as physically fit is essential.
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With 35 years in the financial services industry, Pat is able to draw on her knowledge and experience along with an a network of portfolio managers, strategists, tax and estate planning professionals. While leveraging her investment experience and robust network, she strives to provide customized investment and wealth planning solutions to address her clients’ financial goals and objectives. Professional development is an ongoing focus and she has taken additional courses both at Wharton and Univ. of Chicago related to investment management.
She is passionate about empowering women and regularly hosts educational events with the goal to increase their financial acumen and address their specific needs.
Pat is currently on the board and finance committee for Chrysalis, a non-profit dedicated to creating a pathway to self-sufficiency for the underserved. Additionally, she serves on the finance council at Corpus Christie Parish. An avid skier and cyclist, Pat believes that being mentally as well as physically fit is essential.
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.
Credentials
$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
