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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Patsy is a Senior Vice President-Wealth Management for UBS Financial Services, Inc. in Medford, OR. After 16 years in the field of tax and accounting, she completed her Financial Planning Certification and joined the experienced wealth management firm of UBS Financial Services in October 2006. Over the next few years she worked with her clients to navigate through the worst financial recession in our lifetime, with the goal of thriving, not just surviving.
-In 1971 Patsy graduated with honors from Southern Oregon University with a bachelor's degree in Business Administration, minor in Economics, with areas of concentrated study of finance and investments. In 2008 Patsy received her Certified Financial Planner™ certification, and in 2010 she earned the UBS Wealth Advisor designation, making her eminently qualified to offer clients a customized approach to wealth management.
-Community involvement is important to Patsy, who serves as a member and volunteer with Soroptimist International and other community service organizations in the area that support women, children, and youth.
Patsy and her husband have lived and served in the Medford, OR area for over 30 years, enjoying the active lifestyle available here.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Patsy is a Senior Vice President-Wealth Management for UBS Financial Services, Inc. in Medford, OR. After 16 years in the field of tax and accounting, she completed her Financial Planning Certification and joined the experienced wealth management firm of UBS Financial Services in October 2006. Over the next few years she worked with her clients to navigate through the worst financial recession in our lifetime, with the goal of thriving, not just surviving.
-In 1971 Patsy graduated with honors from Southern Oregon University with a bachelor's degree in Business Administration, minor in Economics, with areas of concentrated study of finance and investments. In 2008 Patsy received her Certified Financial Planner™ certification, and in 2010 she earned the UBS Wealth Advisor designation, making her eminently qualified to offer clients a customized approach to wealth management.
-Community involvement is important to Patsy, who serves as a member and volunteer with Soroptimist International and other community service organizations in the area that support women, children, and youth.
Patsy and her husband have lived and served in the Medford, OR area for over 30 years, enjoying the active lifestyle available here.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
