First Vice President–Wealth Management
Financial Advisor
Tom began his financial planning career in 1993. Over the past 20 years he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2012 after 5 years at Merrill Lynch and prior tenures at Hinrich Financial, Prudential Securities, and American Express Financial Advisors. Tom earned the Certified Financial Planner designation in 2000. As a Certified Financial Planner, he has the knowledge, expertise, and experience to help you achieve your financial goals.
Credentials
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First Vice President–Wealth Management
Financial Advisor
Tom began his financial planning career in 1993. Over the past 20 years he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2012 after 5 years at Merrill Lynch and prior tenures at Hinrich Financial, Prudential Securities, and American Express Financial Advisors. Tom earned the Certified Financial Planner designation in 2000. As a Certified Financial Planner, he has the knowledge, expertise, and experience to help you achieve your financial goals.
Credentials
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Vice President–Wealth Management
Financial Advisor
Fred began his career in 1992 in Boston, MA with IDS Financial Services, a predecessor to American Express Financial Advisors, where his last role was as Field Vice-President for the Charlotte, NC and Greenville, SC markets. Prior to joining UBS in 2012, Fred was an Advisor and Portfolio Manager with Merrill Lynch. He also served as Director of Financial Planning for Hinrichs Financial, and Managing Director for Prudential Financial in Charlotte, NC.
Credentials
Vice President–Wealth Management
Financial Advisor
Fred began his career in 1992 in Boston, MA with IDS Financial Services, a predecessor to American Express Financial Advisors, where his last role was as Field Vice-President for the Charlotte, NC and Greenville, SC markets. Prior to joining UBS in 2012, Fred was an Advisor and Portfolio Manager with Merrill Lynch. He also served as Director of Financial Planning for Hinrichs Financial, and Managing Director for Prudential Financial in Charlotte, NC.
Credentials
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.
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.
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