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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Vice President–Wealth Management
Financial Advisor
As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer you customized wealth management advice and personalized service. I would work closely with you to develop an investment strategy tailored to your needs. I would make it a point to have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
Peter has earned considerable professional experience over the years. He began his career as a corporate executive in the mid-80s, including at new business start-ups, with chief financial officer responsibilities. His financial services career began in 2005 with RBC and joined UBS Bangor Branch in 2007. Peter attributes his success to thorough global research, financial planning education and experience, as well as a genuine desire to help people with many of life’s most important and intimate issues.
Peter graduated from Colby College in 1981 with a B.A. He completed graduate studies at New York University, University of Connecticut and Harvard University. He holds the Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. Peter earned the Certified Exit Planning Advisor certification in 2017 from the Exit Planning Institute.
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.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer you customized wealth management advice and personalized service. I would work closely with you to develop an investment strategy tailored to your needs. I would make it a point to have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
Peter has earned considerable professional experience over the years. He began his career as a corporate executive in the mid-80s, including at new business start-ups, with chief financial officer responsibilities. His financial services career began in 2005 with RBC and joined UBS Bangor Branch in 2007. Peter attributes his success to thorough global research, financial planning education and experience, as well as a genuine desire to help people with many of life’s most important and intimate issues.
Peter graduated from Colby College in 1981 with a B.A. He completed graduate studies at New York University, University of Connecticut and Harvard University. He holds the Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. Peter earned the Certified Exit Planning Advisor certification in 2017 from the Exit Planning Institute.
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.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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