$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Ragan DeFreese graduated from the University of Georgia with a degree in economics. Ragan has been helping client achieve their financial goals for over 25 years. The DeFreese Group works closely with a select group of lawyers and accountants in order to strategically manage each client's individual financial plan as it relates to their tax liabilities as well as their estate planning goals. Ragan DeFreese holds Series 7,63 and 65 securities licenses, Series 3 commodities license as well as licenses for life, accident and health insurance long term care and variable annuities.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager