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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
First Vice President–Wealth Management
Financial Advisor
With 30 years of experience in financial consulting, I approach each and every client as a unique individual. There is nothing "cookie cutter" about what I do. I carefully consider all of my client's life goals and develop unique solutions to achieve their long term goals and objectives.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
With 30 years of experience in financial consulting, I approach each and every client as a unique individual. There is nothing "cookie cutter" about what I do. I carefully consider all of my client's life goals and develop unique solutions to achieve their long term goals and objectives.
Education
Credentials
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
