Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Patrick "Pat" Cvitanovich

Senior Vice President–Wealth Management


Personal & Community

  • Habitat For Humanity
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MD
  • MI
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WV

Education

  • M.A. Economics and Finance, Webster University
  • B.S. Chemistry and Physics, East Texas State University

Credentials

  • Portfolio Manager
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-2185

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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