A plan for today, tomorrow and generations to come

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.

Mother daughter ocean

Patsy Burton, CFP

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.  

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • HI
  • ID
  • LA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.S. Business Administration, Southern Oregon University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
830 Alder Creek Drive
Medford, OR 97504
  • (541) 734-7129

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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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