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$3.9 trillion
In invested assets globally
As of 12/31/2022
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Financial Advisor
Piers has more than 20 years of experience managing portfolios for individuals, families and foundations. Commitment to a high level of service to a select group of clients is what separates Piers from other financial advisors. Piers attended St. Mark's School of Texas and Rhodes College and enjoys spending time with his family. Piers enjoys golf and the arts when he has time.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Piers has more than 20 years of experience managing portfolios for individuals, families and foundations. Commitment to a high level of service to a select group of clients is what separates Piers from other financial advisors. Piers attended St. Mark's School of Texas and Rhodes College and enjoys spending time with his family. Piers enjoys golf and the arts when he has time.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
