Local focus. Global access.

One relationship. All of UBS.

The Reese Ahmed Group Picture

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

Pillar rock

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.

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    Justin Reese

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • GA
    • MN
    • NC
    • NM
    • NY
    • OR
    • SC
    • TN
    • TX
    • WA

    Justin has been working with clients for almost a decade in portfolio construction, portfolio management, and overseeing progress towards client's financial goals.  He has studied at UCLA's financial planning department, and holds both UCLA's prestigious Personal Financial Planning certificate and the industries Certified Financial Planning designation.  He has gone on to study at the College of Financial Planning and attain the Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations; as well as attaining various industry certificates from Harvard University.  Justin works with clients on financial plans, ensuring that each of his clients has a roadmap, appropriate risk analytics, and asset classes to perform in an ever more complex market. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
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        Muzaffar M. Ahmed

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DC
        • GA
        • MN
        • NC
        • NM
        • NY
        • OH
        • OR
        • SC
        • TN
        • TX
        • WA
        Mark has a global perspective.  He scours the world markets to find "income and value" for his clients.  Mark follows investment principals that have been tested over time.  He is a fan of 'QGARP', Quality Growth at Reasonable Prices.  He believes in diversified asset allocation portfolios.  After managing portfolios for over 15 years, seeing the market declines of the tech bubble, 9/11, and depression of 2008, he feels he is ready to handle any challenges that the market may bring. Mark holds an MBA in finance.  In his free time he likes to swim and spend time with his three kids and wife in Palos Verdes, CA.

              131 South Rodeo Drive
              Suite 300
              Beverly Hills, CA 90212

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            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.

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            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

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            UBS is a world-leading wealth manager

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