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$5+ trillion
In invested assets globally
As of 11/07/2023
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.
Private Wealth Management is a division within UBS Financial Services Inc.
Managing Director–Wealth Management
Financial Advisor
Phil joined PaineWebber, which later became UBS Financial Services, as an intern in 1990 after attending Eastern Michigan University. With over 30 years’ experience, Phil and his team are committed to simplifying the lives of an exclusive group of families by identifying and meeting the unique needs of multigenerational families, founders, entrepreneurs, and corporate executives. Phil seeks solutions tailored to your unique circumstances through listening, understanding, and guiding thoughtfully with intention.
Phil has attained several prestigious designations, among them are Private Wealth Advisor and Senior Portfolio Manager. He obtained the designation of Certified Investment Management Analyst (CIMA®), through IMCA and the Wharton School of Business. To assist families and nonprofits in Philanthropy he has been designated as an Endowment & Foundation Consultant (EFC) as well as a Chartered Advisor in Philanthropy (CAP®).
Phil and his wife, Sara, live in Northville, Michigan and have three children. They enjoy family adventures, traveling, kayaking, and hiking. Phil is active as both a volunteer and a member of the Board of Directors for Make-a-Wish Michigan, providing hope to critically ill children. He also serves as a mentor with American Corporate Partners (ACP), a national organization focused on helping returning veterans and active duty spouses find their future careers.
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
Credentials
Managing Director–Wealth Management
Financial Advisor
Phil joined PaineWebber, which later became UBS Financial Services, as an intern in 1990 after attending Eastern Michigan University. With over 30 years’ experience, Phil and his team are committed to simplifying the lives of an exclusive group of families by identifying and meeting the unique needs of multigenerational families, founders, entrepreneurs, and corporate executives. Phil seeks solutions tailored to your unique circumstances through listening, understanding, and guiding thoughtfully with intention.
Phil has attained several prestigious designations, among them are Private Wealth Advisor and Senior Portfolio Manager. He obtained the designation of Certified Investment Management Analyst (CIMA®), through IMCA and the Wharton School of Business. To assist families and nonprofits in Philanthropy he has been designated as an Endowment & Foundation Consultant (EFC) as well as a Chartered Advisor in Philanthropy (CAP®).
Phil and his wife, Sara, live in Northville, Michigan and have three children. They enjoy family adventures, traveling, kayaking, and hiking. Phil is active as both a volunteer and a member of the Board of Directors for Make-a-Wish Michigan, providing hope to critically ill children. He also serves as a mentor with American Corporate Partners (ACP), a national organization focused on helping returning veterans and active duty spouses find their future careers.
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
Credentials
Simple. Personal. Complete.
More than mere words, this is the essence of how we serve you:
We’re not only comprehensive in the services we offer, we also cross generations in the clients we serve. For education funding, for retirement planning, for business and life transitions, philanthropy and legacy planning, we strive to be the one financial resource you’ll ever need.
$5+ trillion
In invested assets globally
As of 11/07/2023
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
