Let's move forward. Together.

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kevin T. Phillipp Profile Picture

    Kevin T. Phillipp

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • MA
    • ME
    • MI
    • MN
    • MT
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63, and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.

      • University of Minnesota, B.A. in economics
      • Senior Portfolio Manager
      • CA Insurance License: 0B61676
      3030 Old Ranch Parkway
      Suite 300
      Seal Beach, CA 90740
      kevin.phillipp@ubs.com
      Kevin T. Phillipp
      3030 Old Ranch Parkway,Seal Beach,CA,90740
    • John W. Orr Profile Picture

      John W. Orr

      Executive Director

      Senior Portfolio Manager

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • ID
      • IL
      • KY
      • MA
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NE
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63, and 65 securities licenses, as well as the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.

        • University of Illinois , B.A. in Economics
        • Ohio State University, M.B.A.
        • Senior Portfolio Manager
        • Chartered Retirement Planning Counselor
        • CA Insurance License: 0B85188
        3030 Old Ranch Parkway
        Suite 300
        Seal Beach, CA 90740
        john.orr@ubs.com
        John W. Orr
        3030 Old Ranch Parkway,Seal Beach,CA,90740
      • AO Headshot

        Austin G. Orkin

        Senior Wealth Strategy Associate

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        • AK
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Austin began his financial services career with UBS in 2017. His responsibilities on the team include collaboration on financial plans, portfolio analysis, market research, client service matrix, and administrative duties. Austin graduated from California State University, Long Beach with a B.S. in business administration, concentration in finance and economics. Austin is an avid golfer and while attending California State University, Long Beach he played for the men’s golf team. He enjoys traveling and spending time with family and friends.

          • California State University of Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
          • CA Insurance License: 0M97995
          3030 Old Ranch Parkway
          Suite 300
          Seal Beach, CA 90740
          austin.orkin@ubs.com
          Austin G. Orkin
          3030 Old Ranch Parkway,Seal Beach,CA,90740
        • Ruby

          Ruby Selig

          Client Associate

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            Ruby graduated from California State University, Los Angeles with a B.S. in business administration, concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.

              • California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740
                ruby.selig@ubs.com
                Ruby Selig
                3030 Old Ranch Parkway,Seal Beach,CA,90740
              • Jake

                Jake P. Orr

                Client Associate

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                • CA

                Jake graduated summa cum laude from the University of Oklahoma in 2024 with a Bachelor of Business Administration, concentration in finance. He was a member of the Student Advisory Board for the JCPenney Leadership Program and an associate in the Capital Group Fellowship Program. Jake earned a perfect GPA throughout all 4 years and made the Dean’s List and Honor Roll every semester. He gained industry experience interning his junior and senior years of college and holds the Series 7 securities license. Jake will be assisting the team with administrative and operational duties. He enjoys weightlifting and is learning to play the game of golf.

                  • University of Oklahoma, Bachelor of Business Administration, concentration in Finace
                    3030 Old Ranch Parkway
                    Suite 300
                    Seal Beach, CA 90740
                    jake.orr@ubs.com
                    Jake P. Orr
                    3030 Old Ranch Parkway,Seal Beach,CA,90740

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                  ElectionWatch 2024

                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                  Download the report

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